Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Sundaram Financial Services Opportunities Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Financial Services Opportunities Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,020.22 +2.02%
Two Week 2026-10-19 ₹1,000.00 ₹977.07 -2.29%
One Month 2026-10-05 ₹1,000.00 ₹985.25 -1.48%
Three Months 2026-08-05 ₹3,000.00 ₹2,843.68 -5.21%
Six Months 2026-05-07 ₹6,000.00 ₹5,721.54 -4.64%
One Year 2025-11-03 ₹12,000.00 ₹11,490.59 -4.25%
Three Year 2023-11-06 ₹36,000.00 ₹37,080.18 +3.00%
Five Year 2021-11-08 ₹60,000.00 ₹75,887.21 +26.48%
Ten Year 2016-11-07 ₹120,000.00 ₹228,484.09 +90.40%
Since Inception 2008-06-10 ₹225,000.00 ₹828,980.67 +268.44%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 62.48%
Finance 26.24%
Financial Technology (Fintech) 4.53%
Capital Markets 2.15%
Insurance 1.66%
Other 1.35%
Sovereign 1.07%
Stock Future 0.51%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd 11.11%
Axis Bank Ltd 10.11%
HDFC Bank Ltd 8.40%
State Bank of India 7.89%
Kotak Mahindra Bank Ltd 5.87%
Bajaj Finserv Ltd 4.73%
DCB Bank Ltd 4.54%
PNB Housing Finance Ltd 4.38%
Shriram Finance Ltd 4.09%
Bank of Baroda 3.83%
Cholamandalam Financial Holdings Ltd 3.58%
Bandhan Bank Ltd 3.34%
One 97 Communications Ltd 3.22%
Aavas Financiers Ltd 2.98%
Equitas Small Finance Bank Limited 2.65%
CSB Bank Ltd 2.47%
Ujjivan Small Finance Bank Ltd 2.26%
Five-Star Business Finance Ltd 2.26%
Piramal Finance Ltd 1.37%
PB Fintech Ltd 1.30%
Motilal Oswal Financial Services Ltd 1.23%
OnEMI Technology Solutions LTD 1.12%
LIC of India Ltd 1.07%
Angel One Ltd 0.92%
Power Finance Corporation Ltd 0.86%
REC Ltd 0.67%
ICICI Prudential Life Insurance Company Ltd 0.59%
IIFL Finance Ltd 0.20%
364 Days - T Bill - 20/05/2027* 1.07%
ICICI Prudential Life Insurance Company Ltd OCT-2026 0.28%
REC Ltd (Prev : Rural Electrification Corporation Ltd) OCT-2026 0.23%
TREPS 2.03%
Margin Money For Derivatives 0.02%
Cash and Other Net Current Assets^ -0.70%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.60%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.5
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.21%
Expense Ratio (Direct)
0.93%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Financial Services TRI

Exit Load

Charges that may apply when you redeem units

0.5% - For redemption, withdrawn by SWP /Transfer/ Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by SWP/transfer /Switch/ STP after 30 days from the date of allotment
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?