3 Year Absolute Returns
30.68% ↑
NAV (₹) on 17 Apr 2026
30.99
1 Day NAV Change
1.05%
Risk Level
Very High Risk
Rating
Sundaram Financial Services Opportunities Fund is a Equity mutual fund categorized under Sector, offered by Sundaram Asset Management Company Ltd.. Launched on 17 Apr 2008, investors can start with a ... Read more
AUM
₹ 1,438.57 Cr
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 54.63% |
| Finance - Banks - Public Sector | 10.63% |
| Finance - Housing | 6.27% |
| Finance & Investments | 5.81% |
| Non-Banking Financial Company (NBFC) | 4.61% |
| Holding Company | 4.61% |
| Finance - Term Lending Institutions | 4.17% |
| Treps/Reverse Repo | 3.39% |
| Financial Technologies (Fintech) | 2.92% |
| Finance - Life Insurance | 1.12% |
| Mutual Fund Units | 1.08% |
| Finance - Mutual Funds | 0.61% |
| Cash | 0.16% |
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 16.41% | ₹ 276.47 | Finance - Banks - Private Sector |
| ICICI Bank Ltd | 11.59% | ₹ 195.26 | Finance - Banks - Private Sector |
| Axis Bank Ltd | 10.00% | ₹ 168.50 | Finance - Banks - Private Sector |
| State Bank of India | 7.16% | ₹ 120.59 | Finance - Banks - Public Sector |
| Bajaj Finserv Ltd | 4.70% | ₹ 79.25 | Holding Company |
| DCB Bank Ltd | 4.44% | ₹ 74.85 | Finance - Banks - Private Sector |
| Shriram Finance Ltd | 4.31% | ₹ 72.60 | Non-Banking Financial Company (NBFC) |
| Bank of Baroda | 4.22% | ₹ 71.11 | Finance - Banks - Public Sector |
| TREPS | 3.58% | ₹ 60.25 | Others |
| PNB Housing Finance Ltd | 3.26% | ₹ 54.87 | Finance - Housing |
| CSB Bank Ltd | 2.97% | ₹ 50.02 | Finance - Banks - Private Sector |
| Ujjivan Small Finance Bank Ltd | 2.68% | ₹ 45.16 | Finance - Banks - Private Sector |
| Cholamandalam Financial Holdings Ltd | 2.62% | ₹ 44.13 | Finance & Investments |
| Aavas Financiers Ltd | 2.47% | ₹ 41.56 | Finance - Housing |
| Equitas Small Finance Bank Limited | 2.37% | ₹ 39.94 | Finance - Banks - Private Sector |
| REC Ltd | 2.35% | ₹ 39.58 | Finance - Term Lending Institutions |
| Bandhan Bank Ltd | 2.01% | ₹ 33.87 | Finance - Banks - Private Sector |
| Kotak Mahindra Bank Ltd | 1.79% | ₹ 30.22 | Finance - Banks - Private Sector |
| Power Finance Corporation Ltd | 1.65% | ₹ 27.80 | Finance - Term Lending Institutions |
| One 97 Communications Ltd | 1.48% | ₹ 24.92 | Financial Technologies (Fintech) |
| PB Fintech Ltd | 1.25% | ₹ 21.01 | Financial Technologies (Fintech) |
| ICICI Prudential Life Insurance Company Ltd | 1.23% | ₹ 20.67 | Finance - Life Insurance |
| Sundaram Money Market Fund-Direct Plan - Growth | 0.92% | ₹ 15.44 | Others |
| Motilal Oswal Financial Services Ltd | 0.86% | ₹ 14.50 | Finance & Investments |
| IndusInd Bank Ltd | 0.77% | ₹ 12.93 | Finance - Banks - Private Sector |
| Angel One Ltd | 0.75% | ₹ 12.65 | Finance & Investments |
| HDB Financial Services Ltd | 0.63% | ₹ 10.58 | Finance & Investments |
| Mahindra & Mahindra Financial Services Ltd | 0.60% | ₹ 10.06 | Non-Banking Financial Company (NBFC) |
| UTI Asset Management Co Ltd | 0.46% | ₹ 7.72 | Finance - Mutual Funds |
| Prudent Corporate Advisory Services Ltd | 0.28% | ₹ 4.79 | Finance & Investments |
| Cash & Other Net Current Assets | 0.19% | ₹ 3.20 | Others |
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -5.74% | -1.63% | 2.21% | 9.33% |
| Category returns | -1.22% | 7.71% | 14.74% | 55.70% |
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
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.88 | -2.10% | 32.12% | 0.00% | ₹1,825 | 2.06% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.88 | -2.10% | 32.12% | 0.00% | ₹1,825 | 2.06% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹82.27 | -5.10% | 31.47% | 51.85% | ₹2,525 | 0.91% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹33.29 | 0.70% | 31.16% | 44.84% | ₹6,031 | 0.70% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹33.29 | 0.70% | 31.16% | 44.84% | ₹6,031 | 0.70% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.99 | -1.63% | 30.68% | 44.84% | ₹1,439 | 2.11% |
Very High
|
|
Sundaram ELSS Tax Saver Fund
ELSS
Regular
|
₹400.11 | -0.32% | 30.21% | 54.02% | ₹1,183 | 2.23% |
Very High
|
|
Sundaram Dividend Yield Fund - Direct Plan
Diversified
Direct
|
₹61.84 | -5.13% | 30.21% | 50.79% | ₹810 | 1.10% |
Very High
|
What is the current NAV of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
What is the fund size (AUM) of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
What are the historical returns of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
What is the risk level of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
What is the minimum investment amount for Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
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