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Sundaram Financial Services Opportunities Fund Regular-Growth
| NAV as of Sep 03, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹98.0582+0.41% 1 day change | 14.13% | App exclusive  | ₹1,548 Cr |
Historical NAV & returns
NAV: ₹98.0582 as on Sep 03, 2025
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Sundaram Financial Services Opportunities Fund overview
| Expense ratio | 2.11% as on Aug 31, 2025 |
| Plan type | Regular |
| 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 | 17 yrs 4 m since Apr 17, 2008 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | This scheme is currently not buyable |
| 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 Sep 04, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | -3.23% | -1.66% |
| 3 Months | -5.12% | -0.99% |
| 6 Months | 9.53% | 14.61% |
| 1 Year | -2.1% | 4.79% |
| 2 Years | 13.39% | 16.07% |
| 3 Years | 16.24% | 15.94% |
| 4 Years | 13.21% | 12.49% |
| 5 Years | 21.17% | 20.97% |
| 7 Years | 13.68% | 12.0% |
| 10 Years | 14.27% | 14.52% |
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 92.49999999999997%
Insurance 2.53%
Others 0.32%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Reserve Bank of India 0.96%
Allocation by Instruments
Bifurcation by Instrument is not available for this fund
Other Holdings
Others 3.74%
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
App exclusive
#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 11.23% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: The fund is performing poorly than its category.
- Exit Load: Exit load of 0.5% if redeemed within 30 days