Sundaram Financial Services Opportunities Fund · Regular · Growth
NAV
₹107.6079
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹1,637 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.25%
- 3Y
- +14.67%
- 5Y
- +14.27%
- Since Inception
- +14.10%
SIP returns (XIRR)
- 1Y
- +5.71%
- 3Y
- +9.42%
- 5Y
- +13.49%
- Since Inception
- +13.74%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,08,000
Invested
₹4,03,243
Value today
13.2%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹10,185
Value today
13.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹10,80,000
Withdrawn
₹61,52,735
Corpus left
+₹62,32,735 net gain — withdrew ₹10,80,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹67,65,887
Value today
+10.7%
vs lumpsum
STP beat direct lumpsum by 10.7% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,66,892
Value today
3.7×
Multiple
Staying invested through that crash turned ₹1L into ₹3,66,892 — a 3.7× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.24
Sharpe Ratio
+0.08
Alpha
0.52
Beta
0.24
Sortino
17.37%
Std Dev
-17.35%
Max Drawdown
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
- 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 · Regular · 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 · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹1,637 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.
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