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Sundaram Financial Services Opportunities Fund Direct-Growth
| NAV as of Jul 21, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹119.2124+0.7% 1 day change | 14.59% |   | ₹1,548 Cr |
Historical NAV & returns
NAV: ₹119.2124 as on Jul 21, 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) | ₹1,548 Cr |
| Lock-in Period | Nil |
| Age | 12 yrs 6 m since Jan 01, 2013 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | SIP: ₹100 & Lumpsum: ₹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, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
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 Jul 22, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | -0.84% | -0.09% |
| 3 Months | 2.04% | 5.13% |
| 6 Months | 16.83% | 18.68% |
| 1 Year | 7.93% | 13.48% |
| 2 Years | 19.52% | 20.17% |
| 3 Years | 23.88% | 22.37% |
| 4 Years | 18.97% | 17.06% |
| 5 Years | 24.4% | 23.7% |
| 7 Years | 16.63% | 14.43% |
| 10 Years | 14.77% | 14.74% |
Asset allocationas on May 31, 2025
Large Cap 66.78%
Mid Cap 4.78%
Small Cap 22.14%
Other Cap 0%
Top holdings
Top sectors
Financial 90.92999999999999%
Insurance 2.72%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Reserve Bank of India 0.95%
Allocation by Instruments
Repo 5.078602%
Treasury Bills 0.954073%
Cash/Net Current Assets 0.263923%
Rights 0.036254%
Other Holdings
Others 0.26%
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 12.55% 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