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Sundaram Financial Services Opportunities Fund
| NAV as of Feb 02, 2026 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹108.0844-2.36% 1 day change | 14.42% | App exclusive   | ₹1,661 Cr |
Historical NAV & returns
NAV: ₹108.0844 as on Feb 02, 2026
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Sundaram Financial Services Opportunities Fund overview
| AUM (Fund size) | ₹1,661 Cr |
| Exit load | 0.5% Exit load of 0.5% if redeemed within 30 days! |
| Lock-in Period | Nil |
| Age | 17 yrs 9 m since Apr 17, 2008 |
| Benchmark | NIFTY Financial Services TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Expense ratio | 2.09% as on Feb 02, 2026 |
| 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 Feb 03, 2026
| Period | This fund | Category average |
|---|---|---|
| 1 Month | -4.22% | -3.77% |
| 3 Months | 0.74% | -1.08% |
| 6 Months | 6.67% | 3.99% |
| 1 Year | 17.13% | 17.03% |
| 2 Years | 11.31% | 11.12% |
| 3 Years | 18.6% | 15.51% |
| 4 Years | 15.41% | 12.27% |
| 5 Years | 14.74% | 12.15% |
| 7 Years | 16.26% | 12.34% |
| 10 Years | 16.65% | 14.03% |
Asset allocationas on Dec 31, 2025
Large Cap 63.44%
Mid Cap 11.75%
Small Cap 22.56%
Other Cap 0%
Top holdings
Top sectors
Financial 94.2%
Insurance 1.96%
Services 1.29%
Others 0.31%
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 1.598364%
Mutual Fund 0.92175%
Other Holdings
Others 1.6%
Sundaram Money Market Fund Direct - Growth 0.92%
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 11.33% 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