Sundaram Financial Services Opportunities Fund Regular Plan Growth

Very High Risk
Equity
Sector - Financial Services

NAV as on Dec 26, 2025

Price per unit of the scheme.

₹ 108.7239-0.57%1 Day Change

-1.20%

Minimum Investment₹100

Expense Ratio2.33%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Financial Services Opportunities Fund Regular Plan Growth

Equity: Sector - Financial Services Average NAV

Topper in Equity: Sector - Financial Services

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Financial Services Opportunities Fund Regular Plan Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

IISL Nifty Financial Services TR INR

Expense Ratio

2.33%

Category Avg Expense Ratio

0.91%

Minimum Investment (Lumpsum/SIP)

₹ 100 /₹ 1000

Lock In (Years)

No Lock-in

Fund Size

₹ 1,666.15 Cr(As on Nov, 2025)

Inception Date

Jun 10, 2008

Turnover

57.00 %

Exit Load

0.5% - For redemption,withdrawn by way of SWPor transfer by way ofSwitch/STP within 30 daysfrom the date of allotment.NIL - For redemption orwithdrawn by way of SWPor transfer by way ofSwitch/STP after 30 daysfrom the date of allotment

ABOUT THE FUND

Objective: 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.

Sundaram Financial Services Opportunities Fund Regular Plan Growth is an Equity - Sector - Financial Services fund. The fund was launched inJun 10, 2008. Its risk level is . The NAV of the fund as onDec 26, 2025 is ₹108.72. Its expense ratio is 2.33 %. The fund has an AUM of ₹1,666.15 Cr.The fund is managed byRohit Seksaria,Ashish Aggarwal.
The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Rohit Seksaria

Lead Fund Manager.

Dec 30, 2017 - Present

Fund Manager Rank5Out of 16
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed10
Total AUM₹ 16,745.51 Cr
Highest Return In 1 Yr23.84 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 123.40

-1.10%

-1.25%

Very High Risk

₹1,666.15Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 240.75

-0.32%

-1.11%

Very High Risk

₹1,483.79Cr

Sundaram Equity Savings - Direct Plan - Growth Option

₹ 84.18

-0.33%

-0.19%

Moderate Risk

₹1,201.14Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 123.40
Fund Size₹1,666.15Cr

Fund Return-1.10%

Category Return-1.25%

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 240.75
Fund Size₹1,483.79Cr

Fund Return-0.32%

Category Return-1.11%

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

NAV₹ 84.18
Fund Size₹1,201.14Cr

Fund Return-0.33%

Category Return-0.19%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Ashish Aggarwal

Lead Fund Manager.

Jan 1, 2022 - Present

Schemes managed9
Total AUM₹ 12,861.42 Cr
Highest Return In 1 Yr23.84 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹ 99.22

-1.08%

-1.24%

Very High Risk

₹7,046.83Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 123.40

-1.10%

-1.25%

Very High Risk

₹1,666.15Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹ 107.63

-2.72%

-2.15%

Very High Risk

₹1,628.06Cr

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV₹ 99.22
Fund Size₹7,046.83Cr

Fund Return-1.08%

Category Return-1.24%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 123.40
Fund Size₹1,666.15Cr

Fund Return-1.10%

Category Return-1.25%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV₹ 107.63
Fund Size₹1,628.06Cr

Fund Return-2.72%

Category Return-2.15%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Nov, 2025

EQUITY (96.07%)

DEBT (0.08%)

CASH (3.85%)

Allocation by Market Cap

Large Cap(66.03%)

Mid Cap(8.21%)

Small Cap(21.14%)

Industry Holdings

Banks Regional72.07%
Credit Services13.89%
Financial Conglomerates5.20%
Specialty Finance3.76%
Insurance Life2.46%
Capital Markets0.92%

Stock Holdings

HDFC Bank Ltd18.83%
ICICI Bank Ltd11.80%
Axis Bank Ltd9.97%
State Bank of India5.90%
Bajaj Finserv Ltd5.00%
DCB Bank Ltd4.68%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
----
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
----
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
----
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
3.67
This Fund
VS
0.56
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
79.03
This Fund
VS
78.34
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
0.96
This Fund
VS
0.98
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
0.83
This Fund
VS
0.62
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
1.49
This Fund
VS
1.12
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
12.96
This Fund
VS
14.79
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 76,663.30 Cr (

As on Nov 30, 2025

)

Address

Sundaram Towers, Chennai,600 014

FAQ's

What is the category of Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The category of Sundaram Financial Services Opportunities Fund Regular Plan Growth is Equity - Sector - Financial Services

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

The current NAV of Sundaram Financial Services Opportunities Fund Regular Plan Growth as on Dec 26, 2025 is ₹108.72

How safe is Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The risk level of Sundaram Financial Services Opportunities Fund Regular Plan Growth is Very High.

What are short term returns given by Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The return given by Sundaram Financial Services Opportunities Fund Regular Plan Growth in 1 month is -1.20%, 3 months is 9.39%, 6 months is 1.96%, and 1 year is 14.61%

What are the long term returns given by Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The return given by Sundaram Financial Services Opportunities Fund Regular Plan Growth in 3 years is 17.87% and 5 years is 17.54%.

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

The expense ratio of Sundaram Financial Services Opportunities Fund Regular Plan Growth is 2.33%

What is the AUM of Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The assets under Management (AUM) of Sundaram Financial Services Opportunities Fund Regular Plan Growth is Rs 1,666.15 crores.

What is the minimum investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth ?

The minimum Lumpsum investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth is ₹100.00 and the minimum SIP investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth is ₹1,000.00

What is the asset allocation of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

Sundaram Financial Services Opportunities Fund Regular Plan Growth has an exposure of 96.07% in Equity, 0.08% in Debt and 3.85% in Cash & Money Market Securities