Sundaram Financial Services Opportunities Fund · Direct · Growth
NAV
₹123.4263
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +6.27%
- 3Y
- +13.67%
- 5Y
- +15.48%
- Since Inception
- +13.80%
SIP returns (XIRR)
- 1Y
- +6.55%
- 3Y
- +9.98%
- 5Y
- +14.58%
- Since Inception
- +15.33%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Banks63.54%
- Finance25.33%
- Financial Technology (Fintech)3.31%
- Capital Markets3.08%
- Insurance0.92%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Financial Services Opportunities Fund Regular Plan - Growth
- 1Hdfc Bank Ltd14.78%
- 2Icici Bank Ltd11.58%
- 3Axis Bank Ltd9.74%
- 4State Bank Of India6.13%
- 5Bajaj Finserv Ltd4.79%
- 6Shriram Finance Ltd4.17%
- 7Dcb Bank Ltd4.16%
- 8Pnb Housing Finance Ltd3.90%
- 9Bank Of Baroda3.58%
- 10Aavas Financiers Ltd3.36%
Investment Objective
Sundaram Financial Services Opportunities Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Financial Services Opportunities Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations