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Fund Overview of Sundaram Financial Services Opportunities Fund Regular-growth
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₹1,590.3 CrAUM
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₹107.61NAV
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2.20%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 Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 6.12% | NA | 2.31% |
| 6 Months | 0.80% | NA | 15.50% |
| 1 Year | 3.25% | 3.25% | 10.43% |
| 2 Years | 12.22% | 5.94% | 18.38% |
| 3 Years | 50.69% | 14.65% | 17.78% |
| 5 Years | 94.39% | 14.22% | 22.24% |
| 7 Years | 148.49% | 13.89% | NA |
| 10 Years | 276.55% | 14.18% | 13.92% |
Compare Sundaram Financial Services Opportunities Fund Regular-growth with other mutual funds in the same category
Sundaram Financial Services Opportunities Fund Regular-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 Regular-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 16 Jun 2008, 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 2.2%. Fund Manager Manager EducationAbout Sundaram Financial Services Opportunities Fund Regular-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 3.25% in the last year, a total return since inception of 14.10%.
Considering investment horizon investors often review best sip in india during their overall investment planning.
Key Metrics of Sundaram Financial Services Opportunities Fund Regular-growth
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Standard Deviation16.68%
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Sharpe Ratio0.51%
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Alpha5.72%
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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 Direct-growth
|
₹1,590 | 4.46% | 6.47% | 1.47% | 4.63% | 16.19% |
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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
|
₹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 Regular-growth
What is the current AUM of Sundaram Financial Services Opportunities Fund Regular-growth?
As of Sun May 31, 2026, Sundaram Financial Services Opportunities Fund Regular-growth manages assets worth ₹1,590.3 crore
How has Sundaram Financial Services Opportunities Fund Regular-growth performed recently?
- 3 Months: 6.12%
- 6 Months: 0.80%
What is the long-term performance of Sundaram Financial Services Opportunities Fund Regular-growth?
- 3 Years CAGR: 14.65%
- 5 Years CAGR: 14.22%
- Since Inception: 14.10%
What is the portfolio composition of Sundaram Financial Services Opportunities Fund Regular-growth?
Equity: 97.27%, Debt: 1.99%, Others: 0.74%.
Who manages Sundaram Financial Services Opportunities Fund Regular-growth?
Sundaram Financial Services Opportunities Fund Regular-growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Financial Services Opportunities Fund Regular-growth?
Large Cap: 60.30%, Mid Cap: 11.34%, Small Cap: 28.36%.
Which are the top companies Sundaram Financial Services Opportunities Fund Regular-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 Regular-growth focuses on?
- Financial – 88.30% of the fund's portfolio
- Industrials – 1.80% of the fund's portfolio
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