Sundaram Financial Services Opportunities Fund Direct Growth

Sundaram Financial Services Opportunities Fund Direct Growth

Equity

Sundaram Mutual Fund

Sector - Financial Services

Get the latest NAV of Sundaram Financial Services Opportunities Fund Direct Growth. 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.

₹115.16

▼-0.4%1D

NAV as on 13 May 2025

14.61%/per year

Since Inception

Absolute Gain%

▲▼

1430 people have invested ₹ 1Cr in Sundaram Financial Services Opportunities Fund Direct Growth in the last three months

Sundaram Financial Services Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-May-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
7.35%
7.69%
7.66%
3 Months
12.08%
6.91%
11.25%
6 Months
9.77%
1.98%
6.19%
1 Year
15.27%
8.96%
14.61%
3 Years
27.22%
18.38%
22.15%
5 Years
27.55%
23.86%
26.46%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Financial Services Opportunities Fund
-
1,524Cr
0.85%
15.27%
27.22%
14.61%
Tata Banking & Financial Services Fund Direct Growth
1/11
2,752Cr
0.5%
22.19%
25.64%
18.37%
Nippon India Banking & Financial Services Fund Direct Growth
2/11
6,967Cr
1.03%
18.49%
24.94%
14.68%
SBI Banking & Financial Services Fund Direct Growth
3/11
7,650Cr
0.75%
20.38%
24.42%
15.87%
See all
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5Y returns in the top 25% of the category
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3Y returns in the top 25% of the category
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Beats FD returns for both 3Y & 5Y duration
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No bad points found for this fund.

Sundaram Financial Services Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Financial Services Opportunities Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 93.2%

Debt & Cash 6.8%

Large cap
66%
Small cap
21.6%
Mid cap
4.7%
Small Cap allocation has gone down from 23.3% to 21.6%
Small Cap allocation has gone down from 23.3% to 21.6%
Mid Cap allocation has gone down from 5.4% to 3.7%
Mid Cap allocation has gone down from 5.4% to 3.7%
Large Cap allocation has gone up from 65.5% to 69.1%
Large Cap allocation has gone up from 65.5% to 69.1%
Cash allocation has gone down from 3.8% to 3.7%
Cash allocation has gone down from 3.8% to 3.7%
Debt allocation has gone down from 1.1% to 1%
Debt allocation has gone down from 1.1% to 1%

Sundaram Financial Services Opportunities Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 93.2%

Debt & Cash 6.8%

Financial Services
100%

Top 2 Sectors in March were Financial Services, Government

Mar'25

Financial Services

100%

Government

14%

Feb'25

Financial Services

100%

Government

18%

Sundaram Financial Services Opportunities Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
19.27%
9.8%
ICICI Bank Ltd
12.54%
0%
Axis Bank Ltd
9.79%
0%
State Bank of India
5.19%
5.7%
Shriram Finance Ltd
4.36%
0%
See all
Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 18.17% to 19.71%
HDFC Bank Ltd's allocation increased from 18.17% to 19.71%
Shriram Finance Ltd's allocation increased from 3.71% to 4.8%
Shriram Finance Ltd's allocation increased from 3.71% to 4.8%
ICICI Bank Ltd's allocation increased from 12.17% to 12.76%
ICICI Bank Ltd's allocation increased from 12.17% to 12.76%
Top Stocks sold last month
Cholamandalam Financial Holdings Ltd's allocation decreased from 3.15 % to 2.84 %
Cholamandalam Financial Holdings Ltd's allocation decreased from 3.15 % to 2.84 %
Equitas Small Finance Bank Ltd Ordinary Shares's allocation decreased from 3.11 % to 2.81 %
Equitas Small Finance Bank Ltd Ordinary Shares's allocation decreased from 3.11 % to 2.81 %
IndusInd Bank Ltd's allocation decreased from 4.49 % to 2.76 %
IndusInd Bank Ltd's allocation decreased from 4.49 % to 2.76 %

Sundaram Financial Services Opportunities Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.85%
Benchmark
Nifty Financial Services TR INR
AUM₹1524 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
70.91%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Financial Services Opportunities Fund Direct Growth has ₹1524 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram Financial Services Opportunities Fund Direct Growth has given a CAGR return of 14.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.27%, 27.22% and 27.55% respectively.

Holdings

Sundaram Financial Services Opportunities Fund Direct Growth 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, Shriram 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 benefit
Dividends 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 Growth

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 100.00 and for SIP is INR 100.00. Sundaram Financial Services Opportunities Fund Direct Growth has no lock in period.

Fund Manager

Rohit Seksaria

Fund Manager of Sundaram Financial Services Opportunities Fund Direct Growth, since 30 December 2017

Ashish Aggarwal

Fund Manager of Sundaram Financial Services Opportunities Fund Direct Growth, since 1 January 2022

Learn more about Sundaram Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 1.4K Cr
₹ 1.3K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.4K Cr as of Mar'25
  • AUM increased by 89.9 Cr between Mar'25 and Feb'25

Compare Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

VS

ICICI Prudential Banking and Financial Services Fund Direct Growth

Frequently Asked Questions for Sundaram Financial Services Opportunities Fund Direct Growth

What is the current NAV of Sundaram Financial Services Opportunities Fund Direct Growth?

The current NAV of Sundaram Financial Services Opportunities Fund Direct Growth is ₹115.16 as on 13-May-2025.

What are the average returns of Sundaram Financial Services Opportunities Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Sundaram Financial Services Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.35%
7.35%
6 Month Returns
9.77%
9.77%
1 Year Returns
15.27%
15.27%
3 Years Returns
105.91%
27.22%

How do I invest in Sundaram Financial Services Opportunities Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Growth?

0.85% as on April 2025

What is net assets under management (AUM) of Sundaram Financial Services Opportunities Fund Direct Growth?

₹1524 Cr as on April 2025

What are the top 5 holdings of Sundaram Financial Services Opportunities Fund Direct Growth?

HDFC Bank Ltd(19.27%), ICICI Bank Ltd(12.54%), Axis Bank Ltd(9.79%), State Bank of India(5.19%), Shriram Finance Ltd(4.36%) as on April 2025

What is the alpha of Sundaram Financial Services Opportunities Fund Direct Growth?

The alpha ratio for the Sundaram Financial Services Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Financial Services Opportunities Fund Direct Growth
-8.66
5.6
4.93
As on April 2025
The alpha for Sundaram Financial Services Opportunities Fund Direct Growth is calculated against Nifty Financial Services TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram Financial Services Opportunities Fund Direct Growth??

The Beta ratio for the Sundaram Financial Services Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Financial Services Opportunities Fund Direct Growth
1.02
0.94
0.94
As on April 2025
The Beta for Sundaram Financial Services Opportunities Fund Direct Growth is calculated with Nifty Financial Services TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram Financial Services Opportunities Fund Direct Growth?

The sharpe ratio for the Sundaram Financial Services Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Financial Services Opportunities Fund Direct Growth
0.33
1.05
1.03
As on April 2025
The sharpe ratio for Sundaram Financial Services Opportunities Fund Direct Growth is calculated with Nifty Financial Services TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram Financial Services Opportunities Fund Direct Growth?

The standard deviation for the Sundaram Financial Services Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Financial Services Opportunities Fund Direct Growth
14.15
14.82
18.86
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram Financial Services Opportunities Fund Direct Growth?

Sortino ratio is 2.25 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Sundaram Financial Services Opportunities Fund Direct Growth?

Information ratio is 1.02 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

Who is the manager of Sundaram Financial Services Opportunities Fund Direct Growth?

Rohit Seksaria, Ashish Aggarwal are the fund managers of Sundaram Financial Services Opportunities Fund Direct Growth

What is the exit load of Sundaram Financial Services Opportunities Fund Direct Growth?

The Exit load of Sundaram Financial Services Opportunities Fund Direct Growth is 0.5%