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Sundaram Financial Services Opportunities Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
35.60% ↑
NAV (₹) on 06 Mar 2026
35.21
1 Day NAV Change
-1.86%
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
₹ 1,675.68 Cr.
Benchmark
Nifty Financial Services Total Return
Expense Ratio
0.76%
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
₹ 1,675.68 Cr
Equity
93.69%
Debt
0.95%
Money Market & Cash
5.36%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 59.56% |
| Finance - Banks - Public Sector | 8.83% |
| Non-Banking Financial Company (NBFC) | 5.66% |
| Treps/Reverse Repo | 5.08% |
| Finance - Housing | 4.61% |
| Finance - Term Lending Institutions | 4.45% |
| Holding Company | 4.14% |
| Finance - Life Insurance | 2.72% |
| Finance & Investments | 2.69% |
| Microfinance Institutions | 1.03% |
| Others - Not Mentioned | 0.95% |
| Cash | 0.28% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 19.17% | ₹ 296.73 | Finance - Banks - Private Sector |
| ICICI Bank Ltd | 12.51% | ₹ 193.69 | Finance - Banks - Private Sector |
| Axis Bank Ltd | 9.70% | ₹ 150.15 | Finance - Banks - Private Sector |
| State Bank of India | 5.27% | ₹ 81.51 | Finance - Banks - Public Sector |
| TREPS | 5.08% | ₹ 78.61 | Others |
| PNB Housing Finance Ltd | 4.61% | ₹ 71.36 | Finance - Housing |
| Shriram Finance Ltd | 4.48% | ₹ 69.42 | Non-Banking Financial Company (NBFC) |
| Bajaj Finserv Ltd | 4.14% | ₹ 64.08 | Holding Company |
| CSB Bank Ltd | 3.88% | ₹ 59.98 | Finance - Banks - Private Sector |
| DCB Bank Ltd | 3.70% | ₹ 57.20 | Finance - Banks - Private Sector |
| IndusInd Bank Ltd | 3.63% | ₹ 56.20 | Finance - Banks - Private Sector |
| Bank of Baroda | 3.56% | ₹ 55.12 | Finance - Banks - Public Sector |
| Ujjivan Small Finance Bank Ltd | 3.25% | ₹ 50.38 | Finance - Banks - Private Sector |
| Equitas Small Finance Bank Limited | 2.97% | ₹ 46.04 | Finance - Banks - Private Sector |
| REC Ltd | 2.94% | ₹ 45.52 | Finance - Term Lending Institutions |
| ICICI Prudential Life Insurance Company Ltd | 2.72% | ₹ 42.13 | Finance - Life Insurance |
| Power Finance Corporation Ltd | 1.51% | ₹ 23.37 | Finance - Term Lending Institutions |
| Angel One Ltd | 1.19% | ₹ 18.40 | Finance & Investments |
| Mahindra & Mahindra Financial Services Ltd | 1.14% | ₹ 17.72 | Non-Banking Financial Company (NBFC) |
| Cholamandalam Financial Holdings Ltd | 1.10% | ₹ 17 | Finance & Investments |
| Creditaccess Grameen Ltd | 1.03% | ₹ 15.99 | Microfinance Institutions |
| 364 Days - T Bill - 11/09/2025 | 0.95% | ₹ 14.77 | Others - Not Mentioned |
| Kotak Mahindra Bank Ltd | 0.75% | ₹ 11.66 | Finance - Banks - Private Sector |
| Prudent Corporate Advisory Services Ltd | 0.40% | ₹ 6.24 | Finance & Investments |
| Cash and Other Net Current Assets | 0.28% | ₹ 4.09 | Others |
| Mahindra & Mahindra Financial Services Ltd | 0.04% | ₹ 0.56 | Non-Banking Financial Company (NBFC) |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -6.25% | 9.16% | 2.39% | 10.68% |
| Category returns | -1.75% | 10.31% | 13.55% | 52.49% |
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
Mr. Dwijendra Srivastava
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
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.65 | 6.70% | 32.74% | 49.94% | ₹1,705 | 2.06% |
Moderately High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.97 | 3.93% | 30.69% | 46.40% | ₹3,285 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.97 | 3.93% | 30.69% | 46.40% | ₹3,285 | 1.94% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.42 | 7.66% | 30.10% | 33.19% | ₹1,676 | 2.08% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.42 | 7.66% | 30.10% | 33.19% | ₹1,676 | 2.08% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.79 | 2.82% | 30.01% | 0.00% | ₹2,051 | 2.04% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.79 | 2.82% | 30.01% | 0.00% | ₹2,051 | 2.04% |
Very High
|
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 ₹35.21 as of 06 Mar 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 ₹1,675.68 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 9.16% (1 Year), 10.68% (3 Year), 7.43% (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
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