Sundaram Financial Services Opportunities Fund · Direct · Growth
NAV
₹118.7856
as of 30 Sept 2026
Expense Ratio
0.93%
Lumpsum returns (CAGR)
- 1Y
- +4.83%
- 3Y
- +11.29%
- 5Y
- +13.17%
- Since Inception
- +13.31%
SIP returns (XIRR)
- 1Y
- -1.97%
- 3Y
- +5.88%
- 5Y
- +12.06%
- Since Inception
- +14.53%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks61.67%
- Finance26.56%
- Financial Technology (Fintech)5.24%
- Capital Markets2.11%
- Insurance2.01%
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
- 1Icici Bank Ltd11.46%
- 2Axis Bank Ltd10.05%
- 3State Bank Of India8.17%
- 4Hdfc Bank Ltd7.88%
- 5Kotak Mahindra Bank Ltd5.54%
- 6Bajaj Finserv Ltd5.17%
- 7Dcb Bank Ltd4.79%
- 8Shriram Finance Ltd4.33%
- 9Pnb Housing Finance Ltd4.21%
- 10Bank Of Baroda3.72%
What this fund does
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. The current expense ratio is 0.93%.