Sundaram Financial Services Opportunities Fund - Institutional Plan Growth Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹10000000
AUM (Fund size)
₹1,605 Cr
Lock In Period
N/A
Expense Ratio
2.8
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
Nifty Financial Services Total Return
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.28 | 0.77 | 5.80 |
| 6M | -7.61 | 2.95 | 34.42 |
| 1Y | 6.42 | 5.52 | 39.48 |
| 3Y | 16.62 | 16.31 | 81.20 |
Portfolio Analysis
- Equity: 94.92%
- Debt: 5.07%
- Others
As on: 2025-06-30
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About Fund Sundaram Financial Services Opportunities Fund - Institutional Plan Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,605 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.8. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Seksaria
Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Baroda BNP Paribas Banking and Financial Services Fund Growth | 2 | 436 CR | 2.76 |
| SBI Banking & Financial Services Fund Growth | 4 | 10,872 CR | 2.15 |
| Sundaram Financial Services Opportunities Fund - Institutional Plan Growth | 0 | 1,604 CR | 2.8 |
| IDBI Banking & Financial Services Fund Growth | 0 | 86 CR | 2.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Banking and Financial Services Fund Growth | 4.9536 | 52.1634 |
| This FundSBI Banking & Financial Services Fund Growth | 2.1341 | 57.5601 |
| This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth | 6.4163 | 58.5875 |
| This FundIDBI Banking & Financial Services Fund Growth | 17.579 | 75.8939 |
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth FAQs
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Financial Services Opportunities Fund - Institutional Plan Growth is 2.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : -3.28%
- 6 Months : -7.61%
- 1 Year : 6.42%
- 3 Years : 16.62%
You can invest in Sundaram Financial Services Opportunities Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Financial Services Opportunities Fund - Institutional Plan Growth is ₹1,605 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Financial Services Opportunities Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
