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Sundaram Financial Services Opportunities Fund
| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹105.7559+1.51% 1 day change | 14.57% | App exclusive   | ₹1,514 Cr |
Historical NAV & returns
NAV: ₹105.7559 as on Oct 20, 2025
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Sundaram Financial Services Opportunities Fund overview
| AUM (Fund size) | ₹1,514 Cr |
| Exit load | 0.5% Exit load of 0.5% if redeemed within 30 days! |
| Lock-in Period | Nil |
| Age | 17 yrs 6 m since Apr 17, 2008 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Expense ratio | 2.1% as on Sep 30, 2025 |
| Plan type | Regular |
| 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 Oct 26, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 7.23% | 6.15% |
| 3 Months | 3.29% | 4.47% |
| 6 Months | 3.79% | 7.9% |
| 1 Year | 9.7% | 14.0% |
| 2 Years | 18.52% | 21.63% |
| 3 Years | 18.38% | 17.81% |
| 4 Years | 13.28% | 12.29% |
| 5 Years | 21.97% | 21.91% |
| 7 Years | 17.56% | 15.9% |
| 10 Years | 14.36% | 14.4% |
Asset allocationas on Sep 30, 2025
Large Cap 66.82%
Mid Cap 7.95%
Small Cap 19.84%
Other Cap 0%
Top holdings
Top sectors
Financial 91.68%
Insurance 2.5%
Services 0.43%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Instruments
Repo 4.283516%
Mutual Fund 0.996171%
Cash/Net Current Assets 0.117267%
Other Holdings
Sundaram Money Market Fund Direct - Growth 1.0%
Others 0.12%
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.
- Return Outperformance: This fund has generated highest return amongst Sectoral-Banking funds in the last 10 Years.
- Chance: This fund has generated a 11.27% 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