Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option
Get the latest NAV of Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹37.98
NAV as on 01 Jul 2025
14.52%/per year
Since Inception
▲▼
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jul-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 93.7%
Debt & Cash 6.3%
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 93.7%
Debt & Cash 6.3%
Top 2 Sectors in May were Financial Services, Government
Financial Services
100%
Government
15%
Financial Services
100%
Government
12%
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.78% |
Benchmark | Nifty Financial Services TR INR |
| AUM | ₹1548 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 70.91% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option has ₹1548 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option has given a CAGR return of 14.52% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.09%, 27.91% and 26.26% respectively.
Holdings
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option has allocated its funds majorly in Financial Services, Cash Equivalent, Government. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, State Bank of India, PNB Housing Finance Ltd
Taxation
As it is a sector - financial services mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option, since 30 December 2017
- AUM of the fund stands at 1.5K Cr as of May'25
- AUM increased by 23.8 Cr between May'25 and Apr'25
More funds from Sundaram
5Y CAGR
▲ 30.33
5Y CAGR
▲ 30.52
5Y CAGR
▲ 33.95
5Y CAGR
▲ 29.08
Frequently Asked Questions for Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option
How do I invest in Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option?
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- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
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