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Sundaram Financial Services Opportunities Fund Direct-Growth
| NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
|---|---|---|---|
| ₹116.5503-0.24% 1 day change | 14.7% |   |
Historical NAV & returns
NAV: ₹116.5503 as on Apr 23, 2025
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Sundaram Financial Services Opportunities Fund overview
| VRO rating | |
| Expense ratio | 0.85% as on Mar 31, 2025 |
| Exit load | 0.5% Exit load of 0.5% if redeemed within 30 days! |
| AUM (Fund size) | ₹1,415 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 3 m since Jan 01, 2013 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | SIP ₹500 & Lump. ₹1000 |
| 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 Apr 24, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 month | 8.24% | 6.27% |
| 3 months | 15.61% | 13.62% |
| 6 months | 6.73% | 6.64% |
| 1 year | 16.68% | 18.5% |
| 3 years | 23.73% | 20.99% |
| 5 years | 28.49% | 27.46% |
| 7 years | 16.64% | 14.25% |
| 10 years | 15.1% | 15.0% |
Asset allocationas on Mar 31, 2025
Large Cap 70.045641%
Mid Cap 3.790908%
Small Cap 21.893451%
Other Cap 0.0%
Top holdings
Top sectors
Financial 92.79%
Insurance 2.54%
Others 0.41%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Reserve Bank of India 1.03%
Allocation by Instruments
Repo 6.141336%
Treasury Bills 1.029912%
Equity Derivatives 0.942127%
Other Holdings
Others 6.14%
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 12.5% 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