Sundaram Financial Services Opportunities Fund - Regular Plan - IDCW Payout
Sundaram Mutual Fund
₹27.76 (+1.15%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
0.13% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.09%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Sector - Financial Services
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹998
Invested ₹1,000
▼-0.22%1 year
₹1,001
Invested ₹1,000
▲+0.13%3 years
₹1,094
Invested ₹1,000
▲+9.42%5 years
₹1,108
Invested ₹1,000
▲+10.76%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Financial Services TR INR |
|---|---|
| Secondary Index Name | Nifty Financial Services TR INR |
| Index Name | Nifty Financial Services TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.13% | +9.42% | +10.76% | — |
| Cumulative returns (%) | +0.13% | +31.01% | +66.65% | +208.11% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 10 Jun 2008 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 11.11% |
| Axis Bank Ltd | 10.11% |
| HDFC Bank Ltd | 8.40% |
| State Bank of India | 7.89% |
| Kotak Mahindra Bank Ltd | 5.87% |
| Bajaj Finserv Ltd | 4.73% |
| DCB Bank Ltd | 4.54% |
| PNB Housing Finance Ltd | 4.38% |
| Shriram Finance Ltd | 4.09% |
| Bank of Baroda | 3.83% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 3.59% |
| AAVAS Financiers Ltd | 3.36% |
| Cholamandalam Financial Holdings Ltd | 3.33% |
| CSB Bank Ltd Ordinary Shares | 2.97% |
Investment Strategy
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.