Sundaram Financial Services Opportunities Fund · Direct · Growth
NAV
₹122.9016
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +4.63%
- 3Y
- +16.22%
- 5Y
- +15.88%
- Since Inception
- +13.90%
SIP returns (XIRR)
- 1Y
- +7.10%
- 3Y
- +10.91%
- 5Y
- +15.10%
- Since Inception
- +15.50%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks64.00%
- Finance24.00%
- Financial Technology (Fintech)3.00%
- Capital Markets3.00%
- Insurance1.00%
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 Ltd14.90%
- 2Icici Bank Ltd11.09%
- 3Axis Bank Ltd9.58%
- 4State Bank Of India6.65%
- 5Bajaj Finserv Ltd4.60%
- 6Dcb Bank Ltd4.38%
- 7Pnb Housing Finance Ltd4.09%
- 8Shriram Finance Ltd3.91%
- 9Bank Of Baroda3.61%
- 10Kotak Mahindra Bank Ltd3.25%
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