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SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - INSTITUTIONAL PLAN - GROWTH

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Fund info
NAV (as on 2025-01-22)
104.92 -0.11%
AUM (Fund Size)
26
Expense Ratio
2.10%
Exit load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Risk
Very High Risk
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-01-15 ₹1,000.00 ₹996.26
-0.37 %
Two Week 2025-01-07 ₹1,000.00 ₹963.32
-3.67 %
One Month 2024-12-23 ₹1,000.00 ₹962.28
-3.77 %
Three Months 2024-10-24 ₹3,000.00 ₹2,849.03
-5.03 %
Six Months 2024-07-26 ₹6,000.00 ₹5,595.04
-6.75 %
One Year 2024-01-23 ₹12,000.00 ₹11,748.51
-2.10 %
Three Year 2022-01-24 ₹36,000.00 ₹46,341.75
28.73 %
Five Year 2020-01-24 ₹60,000.00 ₹97,855.66
63.09 %
Ten Year 2015-01-27 ₹120,000.00 ₹275,827.87
129.86 %
Since Inception 2008-06-10 ₹203,000.00 ₹780,542.44
284.50 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 154%
Debt 10%
Others 0%

Sectors Holding in SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - INSTITUTIONAL PLAN - GROWTH

Telecom - Services
10%
Banks
79%
Petroleum Products
5%
Retailing
4%
Transport Infrastructure
3%
Finance
26%
Insurance
5%
Healthcare Services
5%
Consumer Durables
2%
It - Services
2%
Realty
1%
Capital Markets
3%
Leisure Services
3%
It - Software
4%
Transport Services
1%
Entertainment
1%
Other Consumer Services
0%
Other
10%

Companies Holding in SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - INSTITUTIONAL PLAN - GROWTH

Bharti Airtel Ltd
8.08%
HDFC Bank Ltd
7.57%
Reliance Industries Ltd
5.23%
Zomato Ltd
3.76%
Adani Ports And Special Economic Zone Ltd
3.75%
Axis Bank Ltd
3.38%
PNB Housing Finance Ltd
3.02%
ICICI Prudential Life Insurance Company Ltd
2.97%
ICICI Bank Ltd
2.88%
Apollo Hospitals Enterprise Ltd
2.72%
Bajaj Finserv Ltd
2.44%
Shriram Finance Ltd
2.39%
Titan Company Ltd
2.36%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
2.23%
IndusInd Bank Ltd
2.22%
Aster DM Healthcare Ltd
2.20%
Affle (India) Ltd
2.10%
Ujjivan Small Finance Bank Ltd
1.74%
The Phoenix Mills Ltd
1.69%
Angel One Ltd
1.63%
Sapphire Foods India Ltd
1.52%
Info Edge (India) Ltd
1.50%
Chalet Hotels Ltd
1.46%
Equitas Small Finance Bank Limited
1.39%
CSB Bank Ltd
1.37%
LTIMindtree Ltd
1.33%
Infosys Ltd
1.29%
Multi Commodity Exchange Of India Ltd
1.27%
REC Ltd
1.22%
Delhivery Ltd
1.16%
Westlife Foodworld Ltd
1.15%
Fortis Health Care Ltd
1.14%
Rate Gain Travel Technologies Ltd
1.11%
Medi Assist Healthcare Services Ltd
1.08%
Tech Mahindra Ltd
1.04%
PVR INOX Ltd
1.01%
R Systems International Ltd
0.97%
Cholamandalam Financial Holdings Ltd
0.96%
Prudent Corporate Advisory Services Ltd
0.92%
Metropolis Healthcare Ltd
0.83%
SIS Ltd
0.80%
Coforge Ltd
0.79%
Swiggy Ltd
0.74%
Senco Gold Ltd
0.69%
UTI Asset Management Co Ltd
0.58%
Interglobe Aviation Ltd
0.57%
Creditaccess Grameen Ltd
0.05%
Make My Trip Ltd (USD)
0.79%
364 Days - T Bill - 11/09/2025
0.71%
TREPS
5.55%
Sundaram Money Market Fund-Direct Plan - Growth
0.48%
Cash And Other Net Current Assets
0.13%
HDFC Bank Ltd
19.17%
ICICI Bank Ltd
12.51%
Axis Bank Ltd
9.70%
State Bank Of India
5.27%
PNB Housing Finance Ltd
4.61%
Shriram Finance Ltd
4.48%
Bajaj Finserv Ltd
4.14%
CSB Bank Ltd
3.88%
DCB Bank Ltd
3.70%
IndusInd Bank Ltd
3.63%
Bank Of Baroda
3.56%
Ujjivan Small Finance Bank Ltd
3.25%
Equitas Small Finance Bank Limited
2.97%
REC Ltd
2.94%
ICICI Prudential Life Insurance Company Ltd
2.72%
Power Finance Corporation Ltd
1.51%
Angel One Ltd
1.19%
Mahindra & Mahindra Financial Services Ltd
1.14%
Cholamandalam Financial Holdings Ltd
1.10%
Creditaccess Grameen Ltd
1.03%
Kotak Mahindra Bank Ltd
0.75%
Prudent Corporate Advisory Services Ltd
0.40%
Mahindra & Mahindra Financial Services Ltd
0.04%
364 Days - T Bill - 11/09/2025
0.95%
TREPS
5.08%
Cash And Other Net Current Assets
0.26%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.10
Expense Ratio Direct
0.78
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Rohit Seksaria
22 years Experience
Bharath S
22 years Experience
Pathanjali Srinivasan
3 years Experience
Rohit Seksaria
22 years Experience
Ashish Aggarwal
20 years Experience

Exit load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

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