Sundaram Financial Services Opportunities Fund Institutional Growth
Get the latest NAV of Sundaram Financial Services Opportunities Fund Institutional 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.
₹104.92
1D
NAV as on 22 Jan 2025
12.45%/per year
Since Inception
▲▼
Sundaram Financial Services Opportunities Fund Institutional Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (22-Jan-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 Institutional Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Financial Services Opportunities Fund Institutional Growth Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Sundaram Financial Services Opportunities Fund Institutional Growth Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Financial Services, Government & Tech
Financial Services
98%
Government
32%
Tech
2%
Financial Services
98%
Government
32%
Tech
2%
Sundaram Financial Services Opportunities Fund Institutional Growth Holdings Details
as on (31-Aug-26)
Sundaram Financial Services Opportunities Fund Institutional Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.79% |
Benchmark | Nifty Financial Services TR INR |
| AUM | ₹1722 Cr |
| Inception Date | 10 June, 2008 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 33.4% |
| Risk |   Very High Risk |
About Sundaram Financial Services Opportunities Fund Institutional Growth
Sundaram Financial Services Opportunities Fund Institutional Growth is an equity fund. This fund was started on 10 June, 2008. The fund is managed by Rohit Seksaria, Shalav Saket. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Financial Services Opportunities Fund Institutional Growth has ₹1722 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
Sundaram Financial Services Opportunities Fund Institutional Growth has given a CAGR return of 12.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.42%, 16.62% and 15.46% respectively.
Holdings
Sundaram Financial Services Opportunities Fund Institutional Growth has allocated its funds majorly in Financial Services, Cash Equivalent, Government, Tech. Its top holdings are ICICI Bank Ltd, Axis Bank Ltd, State Bank of India, HDFC Bank Ltd, Kotak Mahindra Bank 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 Institutional 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 0.00. Sundaram Financial Services Opportunities Fund Institutional Growth has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Financial Services Opportunities Fund Institutional Growth, since 30 December 2017
Shalav Saket
Fund Manager of Sundaram Financial Services Opportunities Fund Institutional Growth, since 28 February 2026
- AUM of the fund stands at 1.7K Cr as of Aug'26
- AUM has remained same between Aug'26 and Jul'26
Frequently Asked Questions for Sundaram Financial Services Opportunities Fund Institutional Growth
How do I invest in Sundaram Financial Services Opportunities Fund Institutional Growth?
- Download the INDmoney app.
- Search for ‘Sundaram Financial Services Opportunities Fund Institutional Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.