Sundaram Financial Services Opportunities Fund Institutional Growth
- Sector - Financial Services
- Equity
- Very High Risk
Rating:
5
Key Metrics
Aum
₹1,424.32 Cr
Expense Ratio
2.13%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
10 Jun 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.28% | -- |
| 3 Months | -5.62% | -- |
| 6 Months | -7.61% | -- |
| 1 Year | +6.42% | +6.42% |
| 2 Years | -- | +18.61% |
| 3 Years | +58.59% | +16.62% |
| 5 Years | +105.23% | +15.46% |
| Since Launch | +446.29% | +12.45% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 203.26 | 12.11 |
| AXIS Bank Ltd | 158.00 | 9.41 |
| HDFC Bank | 143.22 | 8.53 |
| State Bank of India | 136.42 | 8.13 |
| Bajaj Finserv | 93.83 | 5.59 |
| Kotak Mahindra Bank | 92.89 | 5.53 |
| Shriram Finance | 70.40 | 4.19 |
| DCB Bank | 70.32 | 4.19 |
| PNB Housing Finance | 66.49 | 3.96 |
| Bank of Baroda | 65.14 | 3.88 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.89
Sharpe Ratio
14.52%
Std. Deviation
3.30%
Tracking Error
-1.16%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|
Results are calculated on CAGR basis
About Fund
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.
The Sundaram Financial Services Opportunities Fund Institutional Growth has an AUM of 1424.32 crores & has delivered CAGR of 15.46 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.13%. The minimum investment in Sundaram Financial Services Opportunities Fund Institutional Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, AXIS Bank Ltd, HDFC Bank, State Bank of India.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life), Investment Services.
Sundaram Financial Services Opportunities Fund Institutional Growth has a sharpe ratio of 0.89 & a standard deviation of 14.52%.
FAQs
According to the morning star rating Sundaram Financial Services Opportunities Fund Institutional Growth has a Moderate risk & Exceptional return.
Sundaram Financial Services Opportunities Fund Institutional Growth is managed by Rohit Seksaria,Ashish Aggarwal.
The expense ratio of Sundaram Financial Services Opportunities Fund Institutional Growth is 2.13%.
The 5 year annualized return on Sundaram Financial Services Opportunities Fund Institutional Growth is 15.46% & it has generated 6.42% in the last 1 year.
The minimum investment in Sundaram Financial Services Opportunities Fund Institutional Growth is 100 Rs.
Sundaram Financial Services Opportunities Fund Institutional Growth has an AUM of 1424.32 crores.
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