A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
Sensex
74,003.82
▼ -1.04%
Nifty
23,118.60
▼ -1.19%
22k Gold
₹ 14,039/gm
Silver
₹ 2,44,900/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 107.90
USD
₹ 95.93
Sensex
74,003.82
▼ -1.04%
Nifty
23,118.60
▼ -1.19%
22k Gold
₹ 14,039/gm
Silver
₹ 2,44,900/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 107.90
USD
₹ 95.93
Sundaram Financial Services Opportunities Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
4.51% ↑
NAV (₹) on 15 Sep 2026
33.24
1 Day NAV Change
-2.02%
Risk Level
Very High Risk
Rating
Sundaram Financial Services Opportunities Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 1,722.04 Cr.
Benchmark
Nifty Financial Services Total Return
Expense Ratio
0.92%
Scheme Type
Open Ended
Exit Load
0.5%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 1,722.04 Cr
Equity
97.57%
Debt
1%
Money Market & Cash
1.57%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 49.78% |
| Finance - Banks - Public Sector | 11.89% |
| Non-Banking Financial Company (NBFC) | 7.96% |
| Finance - Housing | 6.93% |
| Finance & Investments | 6.85% |
| Financial Technologies (Fintech) | 5.24% |
| Holding Company | 5.17% |
| Finance - Life Insurance | 2.01% |
| Finance - Term Lending Institutions | 1.74% |
| Treps/Reverse Repo | 1.57% |
| Treasury Bill | 1.00% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Ltd | 11.46% | ₹ 197.31 | Finance - Banks - Private Sector |
| Axis Bank Ltd | 10.05% | ₹ 173.06 | Finance - Banks - Private Sector |
| State Bank of India | 8.17% | ₹ 140.74 | Finance - Banks - Public Sector |
| HDFC Bank Ltd | 7.88% | ₹ 135.72 | Finance - Banks - Private Sector |
| Kotak Mahindra Bank Ltd | 5.54% | ₹ 95.36 | Finance - Banks - Private Sector |
| Bajaj Finserv Ltd | 5.17% | ₹ 89.11 | Holding Company |
| DCB Bank Ltd | 4.79% | ₹ 82.44 | Finance - Banks - Private Sector |
| Shriram Finance Ltd | 4.33% | ₹ 74.65 | Non-Banking Financial Company (NBFC) |
| PNB Housing Finance Ltd | 4.21% | ₹ 72.52 | Finance - Housing |
| Bank of Baroda | 3.72% | ₹ 64.06 | Finance - Banks - Public Sector |
| Cholamandalam Financial Holdings Ltd | 3.60% | ₹ 62 | Finance & Investments |
| One 97 Communications Ltd | 3.09% | ₹ 53.24 | Financial Technologies (Fintech) |
| Bandhan Bank Ltd | 2.88% | ₹ 49.53 | Finance - Banks - Private Sector |
| Aavas Financiers Ltd | 2.72% | ₹ 46.82 | Finance - Housing |
| CSB Bank Ltd | 2.55% | ₹ 43.96 | Finance - Banks - Private Sector |
| Equitas Small Finance Bank Limited | 2.46% | ₹ 42.35 | Finance - Banks - Private Sector |
| Five-Star Business Finance Ltd | 2.19% | ₹ 37.77 | Non-Banking Financial Company (NBFC) |
| Ujjivan Small Finance Bank Ltd | 2.17% | ₹ 37.39 | Finance - Banks - Private Sector |
| PB Fintech Ltd | 2.15% | ₹ 37.05 | Financial Technologies (Fintech) |
| TREPS | 1.57% | ₹ 27.12 | Others |
| Piramal Finance Ltd | 1.44% | ₹ 24.86 | Non-Banking Financial Company (NBFC) |
| Motilal Oswal Financial Services Ltd | 1.21% | ₹ 20.86 | Finance & Investments |
| OnEMI Technology Solutions LTD | 1.14% | ₹ 19.58 | Finance & Investments |
| LIC of India Ltd | 1.06% | ₹ 18.31 | Finance - Life Insurance |
| 364 Days - T Bill - 20/05/2027 | 1.00% | ₹ 17.30 | Others |
| ICICI Prudential Life Insurance Company Ltd | 0.95% | ₹ 16.33 | Finance - Life Insurance |
| REC Ltd | 0.91% | ₹ 15.74 | Finance - Term Lending Institutions |
| Angel One Ltd | 0.90% | ₹ 15.56 | Finance & Investments |
| Power Finance Corporation Ltd | 0.83% | ₹ 14.26 | Finance - Term Lending Institutions |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -14.21% | -7.33% | -6.90% | 1.48% |
| Category returns | 1.08% | 1.78% | -0.59% | 33.30% |
Fund Objective
The investment objective of the scheme is to seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹35.68 | 112.59% | 288.37% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹35.68 | 112.59% | 288.37% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹35.68 | 112.59% | 288.37% | 0.00% | ₹1,128 | 1.12% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹33.31 | 109.75% | 272.68% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹33.31 | 109.75% | 272.68% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹33.31 | 109.75% | 272.68% | 0.00% | ₹1,128 | 2.40% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.08 | 19.59% | 150.97% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.08 | 19.59% | 150.97% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.08 | 19.59% | 150.97% | 0.00% | ₹11,478 | 0.89% |
Very High
|
|
HDFC Defence Fund
Sector
Regular
|
₹29 | 18.43% | 142.90% | 0.00% | ₹11,478 | 1.78% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The current Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹33.24 as of 15 Sep 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The Assets Under Management (AUM) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹1,722.04 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment has delivered returns of -7.33% (1 Year), 1.48% (3 Year), 5.75% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The minimum lumpsum investment required for Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+
X
