Sundaram Financial Services Opportunities Fund Regular Plan - Growth
NAV as on 15-12-2025
₹ 108.367
₹
-0.09
(
-0.0851%)
AUM as on 28-11-2025
1,665.37 Cr
Rtn (Since Inception)
14.55%
Sundaram Financial Services Opportunities Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Sectoral-Banking and Financial Services |
| Launch Date: | 10-06-2008 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Financial Services TRI |
| TER: | 2.08% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 1,665.37 Cr As on (28-11-2025) |
| Turn over: | 66 |
| Exit Load: | 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.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. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Fin Services Opp Reg Gr | 10-06-2008 | 8.96 | 10.38 | 16.84 | 17.48 | 15.46 |
| Quant BFSI Fund Reg Gr | 05-06-2023 | 17.11 | 17.2 | 0.0 | 0.0 | 0.0 |
| DSP Banking & Financial Services Reg Gr | 15-12-2023 | 14.07 | 17.67 | 0.0 | 0.0 | 0.0 |
| SBI Banking and Fin Services Reg Gr | 01-02-2015 | 14.06 | 18.94 | 18.85 | 17.26 | 17.66 |
| ITI Banking and Financial Services Fund Reg Gr | 07-12-2021 | 13.97 | 12.57 | 13.04 | 0.0 | 0.0 |
| Mirae Asset Banking and Fin Services Reg Gr | 11-12-2020 | 13.07 | 14.48 | 16.48 | 16.77 | 0.0 |
| Tata Banking And Fin Services Reg Gr | 18-12-2015 | 12.03 | 12.66 | 15.45 | 15.95 | 0.0 |
| Nippon India Banking and Financial Services Fund Gr Gr | 01-05-2003 | 11.99 | 13.38 | 16.72 | 20.45 | 15.19 |
| HDFC Banking & Fin Services Fund Gr | 01-07-2021 | 11.67 | 12.48 | 15.37 | 0.0 | 0.0 |
| ICICI Pru Banking and Fin Services Gr | 05-08-2008 | 11.31 | 13.52 | 14.68 | 16.41 | 15.22 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
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