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Fund Overview of Sundaram Financial Services Opportunities Fund Direct-growth
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₹1,590.3 CrAUM
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₹122.90NAV
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0.91%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Financial Services Opportunities Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 6.47% | NA | 2.31% |
| 6 Months | 1.47% | NA | 15.50% |
| 1 Year | 4.63% | 4.63% | 10.43% |
| 2 Years | 15.24% | 7.35% | 18.38% |
| 3 Years | 56.87% | 16.19% | 17.78% |
| 5 Years | 108.55% | 15.84% | 22.24% |
| 7 Years | 172.25% | 15.38% | NA |
| 10 Years | 323.35% | 15.52% | 13.92% |
Compare Sundaram Financial Services Opportunities Fund Direct-growth with other mutual funds in the same category
Sundaram Financial Services Opportunities Fund Direct-growth
Nippon India Etf Nifty Psu Bank Bees
Kotak Nifty Psu Bank Exchange Traded Fund
Asset Allocation
equities
97.27%debt instruments
1.99%other assets or cash equivalents
0.74%Sundaram Financial Services Opportunities Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in equity and equity related instruments of companies engaged in Banking & Financial Services. It manages assets worth ₹1,590.3 crore as on Sun May 31, 2026. The expense ratio stands at 0.91%. Fund Manager Manager EducationAbout Sundaram Financial Services Opportunities Fund Direct-growth
The portfolio allocation consists of 97.27% in equities, 1.99% in debt instruments, 0.74% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 4.63% in the last year, a total return since inception of 13.82%.
Those exploring investment options often review the best sip plans before they plan sustainable savings habits.
Key Metrics of Sundaram Financial Services Opportunities Fund Direct-growth
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Standard Deviation16.70%
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Sharpe Ratio0.59%
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Alpha7.07%
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Beta0.96%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Etf Nifty Psu Bank Bees  |
₹4,078 | 8.49% | 1.83% | 26.35% | 29.36% | 29.76% |
| Kotak Nifty Psu Bank Exchange Traded Fund |
₹2,263 | 8.48% | 1.83% | 26.35% | 29.37% | 29.74% |
| Invesco India Financial Services Fund Direct-growth |
₹1,701 | 4.11% | 6.74% | 8.31% | 20.00% | 16.66% |
| Invesco India Financial Services Fund Direct-idcw |
₹1,701 | 4.11% | 6.74% | 8.31% | 20.00% | 16.66% |
| Sundaram Financial Services Opportunities Fund Direct-growth |
₹1,590 | 4.46% | 6.47% | 4.63% | 16.19% | 15.84% |
| Sundaram Financial Services Opportunities Fund Direct-idcw |
₹1,590 | 4.46% | 6.47% | 4.63% | 16.19% | 15.84% |
| Nippon India Banking & Financial Services Fund Direct-growth |
₹7,442 | 3.61% | 4.83% | 2.38% | 14.71% | 15.17% |
| Nippon India Banking & Financial Services Fund Direct-idcw |
₹7,442 | 3.61% | 4.83% | 2.38% | 14.71% | 15.17% |
| Invesco India Financial Services Fund Regular-growth |
₹1,701 | 4.00% | 6.40% | 6.92% | 18.44% | 15.12% |
| Invesco India Financial Services Fund Regular-idcw |
₹1,701 | 4.00% | 6.40% | 6.92% | 18.44% | 15.12% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Financial Services Opportunities Fund Regular-growth
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₹1,590 | 4.34% | 6.12% | 0.80% | 3.25% | 14.65% |
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Sundaram Financial Services Opportunities Fund Regular-idcw
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₹1,590 | 4.34% | 6.12% | 0.80% | 3.25% | 14.65% |
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Sundaram Financial Services Opportunities Fund Direct-idcw
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₹1,590 | 4.46% | 6.47% | 1.47% | 4.63% | 16.19% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Banking And Financial Services Direct Plan-growth |
₹10,643 | ₹148.25 | 11.82% | 11.25% | 13.97% |
| ICICI Prudential Banking And Financial Services-growth |
₹10,643 | ₹130.74 | 10.93% | 10.34% | 12.90% |
| ICICI Prudential Banking And Financial Services Direct Plan-idcw |
₹10,643 | ₹68.12 | 11.82% | 11.25% | 13.97% |
| ICICI Prudential Banking And Financial Services-idcw |
₹10,643 | ₹24.95 | 10.93% | 10.34% | 12.90% |
| SBI Banking & Financial Services Fund Direct-growth |
₹10,375 | ₹49.38 | 18.26% | 14.46% | 16.77% |
| SBI Banking & Financial Services Fund Regular-growth |
₹10,375 | ₹43.82 | 17.00% | 13.19% | 15.46% |
| SBI Banking & Financial Services Fund Direct-idcw |
₹10,375 | ₹44.14 | 18.26% | 14.46% | 16.77% |
| SBI Banking & Financial Services Fund Regular-idcw |
₹10,375 | ₹39.35 | 17.00% | 13.19% | 15.46% |
| Nippon India Etf Nifty Bank Bees |
₹7,937 | ₹594.45 | 9.95% | 11.30% | 12.76% |
| Nippon India Banking & Financial Services Fund-growth |
₹7,442 | ₹639.52 | 13.77% | 14.24% | 13.77% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 14.58% | ₹231.87 Cr |
| Icici Bank Ltd | Financial | 11.19% | ₹177.91 Cr |
| Axis Bank Ltd | Financial | 9.85% | ₹156.65 Cr |
| State Bank Of India | Financial | 6.09% | ₹96.77 Cr |
| Bajaj Finserv Ltd | Financial | 4.76% | ₹75.74 Cr |
| Dcb Bank Ltd | Financial | 4.17% | ₹66.25 Cr |
| Pnb Housing Finance Ltd | Financial | 4.09% | ₹65.06 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.01% | ₹63.70 Cr |
| Bank Of Baroda | Financial | 3.73% | ₹59.30 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 3.33% | ₹52.94 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.31% | ₹52.60 Cr |
| Aavas Financiers Ltd | Financial | 3.14% | ₹49.86 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.86% | ₹45.53 Cr |
| Csb Bank Ltd | Financial | 2.84% | ₹45.15 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 2.76% | ₹43.85 Cr |
| Bandhan Bank Ltd | Financial | 2.61% | ₹41.46 Cr |
| Five-star Business Finance Ltd | Financial | 1.98% | ₹31.43 Cr |
| One 97 Communications Ltd | Industrials | 1.80% | ₹28.64 Cr |
| Pb Fintech Ltd | Financial | 1.52% | ₹24.14 Cr |
| Rec Ltd | Financial | 1.51% | ₹24.01 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Etf Nifty Psu Bank Bees |
₹97.41 | 29.36% | 29.76% | - |
| Kotak Nifty Psu Bank Exchange Traded Fund |
₹873.06 | 29.37% | 29.74% | - |
| Invesco India Financial Services Fund Direct-growth |
₹177.23 | 20.00% | 16.66% | - |
| Invesco India Financial Services Fund Direct-idcw |
₹91.22 | 20.00% | 16.66% | - |
| Sundaram Financial Services Opportunities Fund Direct-growth |
₹122.90 | 16.19% | 15.84% | - |
| Sundaram Financial Services Opportunities Fund Direct-idcw |
₹33.52 | 16.19% | 15.84% | - |
| Nippon India Banking & Financial Services Fund Direct-growth |
₹704.30 | 14.71% | 15.17% | - |
| Nippon India Banking & Financial Services Fund Direct-idcw |
₹102.29 | 14.71% | 15.17% | - |
| Invesco India Financial Services Fund Regular-growth |
₹146.55 | 18.44% | 15.12% | - |
| Invesco India Financial Services Fund Regular-idcw |
₹74.74 | 18.44% | 15.12% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Financial Services Opportunities Fund Direct-growth
What is the current AUM of Sundaram Financial Services Opportunities Fund Direct-growth?
As of Sun May 31, 2026, Sundaram Financial Services Opportunities Fund Direct-growth manages assets worth ₹1,590.3 crore
How has Sundaram Financial Services Opportunities Fund Direct-growth performed recently?
- 3 Months: 6.47%
- 6 Months: 1.47%
What is the long-term performance of Sundaram Financial Services Opportunities Fund Direct-growth?
- 3 Years CAGR: 16.19%
- 5 Years CAGR: 15.84%
- Since Inception: 13.82%
What is the portfolio composition of Sundaram Financial Services Opportunities Fund Direct-growth?
Equity: 97.27%, Debt: 1.99%, Others: 0.74%.
Who manages Sundaram Financial Services Opportunities Fund Direct-growth?
Sundaram Financial Services Opportunities Fund Direct-growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Financial Services Opportunities Fund Direct-growth?
Large Cap: 60.30%, Mid Cap: 11.34%, Small Cap: 28.36%.
Which are the top companies Sundaram Financial Services Opportunities Fund Direct-growth has invested in?
- HDFC Bank Ltd – 14.58% of the fund's portfolio
- ICICI Bank Ltd – 11.19% of the fund's portfolio
- Axis Bank Ltd – 9.85% of the fund's portfolio
- State Bank of India – 6.09% of the fund's portfolio
- Bajaj Finserv Ltd – 4.76% of the fund's portfolio
Which are the major sectors Sundaram Financial Services Opportunities Fund Direct-growth focuses on?
- Financial – 88.30% of the fund's portfolio
- Industrials – 1.80% of the fund's portfolio
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