Sundaram Financial Services Opportunities Fund Regular Plan Growth
- Sector - Financial Services
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹1,722.04 Cr
Expense Ratio
2.19%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
10 Jun 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.47% | -- |
| 3 Months | -6.02% | -- |
| 6 Months | +5.61% | -- |
| 1 Year | +1.12% | +1.12% |
| 2 Years | -- | +3.41% |
| 3 Years | +32.96% | +9.96% |
| 5 Years | +71.76% | +11.43% |
| Since Launch | +940.44% | +13.63% |
Holdings as on 8 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 197.32 | 11.46 |
| AXIS Bank Ltd | 173.06 | 10.05 |
| State Bank of India | 140.75 | 8.17 |
| HDFC Bank | 135.73 | 7.88 |
| Kotak Mahindra Bank | 95.37 | 5.54 |
| Bajaj Finserv | 89.12 | 5.17 |
| DCB Bank | 82.45 | 4.79 |
| Shriram Finance | 74.65 | 4.33 |
| PNB Housing Finance | 72.53 | 4.21 |
| Bank of Baroda | 64.07 | 3.72 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.48
Sharpe Ratio
16.56%
Std. Deviation
3.28%
Tracking Error
-2.11%
Alpha
0.98
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Financial Services Fund Growth | +1.99% | +14.73% | +11.78% |
| Sundaram Financial Services Opportunities Fund Regular Plan Growth | +1.12% | +9.96% | +11.43% |
| UTI Banking and Financial Services Fund Growth | -1.36% | +10.84% | +9.53% |
| Kotak Banking & Financial Services Fund Regular Growth | -0.7% | +9.79% | -- |
| DSP Banking & Financial Services Fund Regular Growth | +4.68% | -- | -- |
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 Regular Plan Growth has an AUM of 1722.04 crores & has delivered CAGR of 11.43 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.19%. The minimum investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, AXIS Bank Ltd, State Bank of India, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life), Software & Programming.
Some of the similar funds are Invesco India Financial Services Fund Growth, Sundaram Financial Services Opportunities Fund Regular Plan Growth, UTI Banking and Financial Services Fund Growth, Kotak Banking & Financial Services Fund Regular Growth, DSP Banking & Financial Services Fund Regular Growth. Sundaram Financial Services Opportunities Fund Regular Plan Growth has a sharpe ratio of 0.48 & a standard deviation of 16.56%.
FAQs
According to the morning star rating Sundaram Financial Services Opportunities Fund Regular Plan Growth has a Medium risk & High return.
Sundaram Financial Services Opportunities Fund Regular Plan Growth is managed by Rohit Seksaria,Shalav Saket.
The expense ratio of Sundaram Financial Services Opportunities Fund Regular Plan Growth is 2.19%.
The 5 year annualized return on Sundaram Financial Services Opportunities Fund Regular Plan Growth is 11.43% & it has generated 1.12% in the last 1 year.
The minimum investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth is 100 Rs.
Sundaram Financial Services Opportunities Fund Regular Plan Growth has an AUM of 1722.04 crores.
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