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Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 10-06-2008
Asset Class: Equity
Benchmark: NIFTY Financial Services TRI
Expense Ratio: 2.08% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,439 Cr As on (31-03-2026)
Turn over: 24.7
NAV (₹): 104.4584 ₹ -1.75 ( -1.6766%)
as on 11-05-2026
CAGR Since Inception - 13.97%
NIFTY Financial Services TRI - -0.1%

Fund Managers

Rohit Seksaria, Shalav Saket


Investment 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. 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.

PERFORMANCE of Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 5.51 15.19 14.64 14.72 13.97
Nifty Financial Services TRI 1.58 10.87 11.29 14.96 -0.1
Equity: Sectoral-Banking and Financial Services 8.49 13.65 13.03 13.58 9.99

RETURNS CALCULATOR for Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 14.56 0.64 3.53 0.99 - -
Equity: Sectoral-Banking and Financial Services - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Fin Services Opp Reg Gr 10-06-2008 5.51 7.74 15.19 14.64 14.72
Quant BFSI Fund Reg Gr 05-06-2023 27.67 10.66 0.0 0.0 0.0
HSBC Fin Services Fund Reg Gr 27-02-2025 14.69 0.0 0.0 0.0 0.0
Groww Banking & Financial Services Reg Gr 07-02-2024 14.19 9.87 0.0 0.0 0.0
DSP Banking & Financial Services Reg Gr 15-12-2023 13.79 17.74 0.0 0.0 0.0
Invesco India Fin Services Fund Reg Plan Gr 14-07-2008 13.16 13.07 19.13 15.84 15.8
SBI Banking and Fin Services Reg Gr 01-02-2015 9.53 12.77 17.48 13.94 15.93
ITI Banking and Financial Services Fund Reg Gr 07-12-2021 8.05 10.34 12.02 0.0 0.0
HDFC Banking & Fin Services Fund Gr 01-07-2021 8.04 10.38 13.84 0.0 0.0
Kotak Banking & Financial Services Fund Reg Gr 27-02-2023 7.97 10.74 12.99 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)