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Sundaram Financial Services Opportunities Fund Direct-Growth
| NAV as of Jun 05, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹116.6682+0.2% 1 day change | 14.56% |   | ₹1,524 Crs |
Historical NAV & returns
NAV: ₹116.6682 as on Jun 05, 2025
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Sundaram Financial Services Opportunities Fund overview
| Expense ratio | 0.78% as on May 31, 2025 |
| Exit load | 0.5% Exit load of 0.5% if redeemed within 30 days! |
| AUM (Fund size) | ₹1,524 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 5 m since Jan 01, 2013 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | SIP ₹100 & Lump. ₹100 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
Sundaram Financial Services Opportunities Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Jun 06, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 2.88% | 4.27% |
| 3 Months | 13.99% | 15.15% |
| 6 Months | 4.81% | 4.99% |
| 1 Year | 13.42% | 18.02% |
| 2 Years | 22.8% | 21.22% |
| 3 Years | 25.0% | 22.89% |
| 4 Years | 17.94% | 16.11% |
| 5 Years | 26.47% | 25.51% |
| 7 Years | 16.2% | 14.24% |
| 10 Years | 15.39% | 15.42% |
Asset allocationas on Apr 30, 2025
Large Cap 66.91736099999999%
Mid Cap 4.8032189999999995%
Small Cap 21.909419999999997%
Other Cap 0.0%
Top holdings
Top sectors
Financial 90.66999999999999%
Insurance 2.56%
Others 0.39%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Reserve Bank of India 0.96%
Allocation by Instruments
Repo 6.721877%
Treasury Bills 0.963381%
Other Holdings
Others 6.72%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Sundaram Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Consistency: This fund is one of the best in generating consistent return in it's category.
- Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
- Return Outperformance: This fund has generated highest return amongst Sectoral-Banking funds in the last 10 Years.
- Chance: This fund has generated a 12.53% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
- Age: This is the 2nd oldest Sectoral-Banking fund.
- Exit Load: Exit load of 0.5% if redeemed within 30 days