Sundaram Financial Services Opportunities Fund - Direct Plan - Growth

Equity

Sectoral/Thematic

Very High Risk

Rs 123.40

-0.56

NAV as on Dec 26, 2025

Benchmark

Nifty Financial Services Total Return

Expense Ratio

0.76%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 1,666 Crores

Exit Load

0.50%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Financial Services Opportunities Fund - Direct Plan - Growth Fund Details

Investment Objective - The investment objective of the scheme is 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.

Fund House

Sundaram Mutual Fund

Return Since Launch

21.34%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.00 vs 13.84

Fund Vs Category Avg

Beta

1.00 vs 0.90

Fund Vs Category Avg

Sharpe Ratio

0.77

Category Avg

Portfolio Turnover Ratio

48.39

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	18.83	Banks	Equity
ICICI Bank Ltd.	11.80	Banks	Equity
Axis Bank Ltd.	9.97	Banks	Equity
State Bank of India	5.90	Banks	Equity
Bajaj Finserv Ltd.	5.00	Finance	Equity
DCB Bank Ltd.	4.68	Banks	Equity
Shriram Finance Ltd.	4.38	Finance	Equity
CSB Bank Ltd.	3.97	Banks	Equity
Bank of Baroda	3.84	Banks	Equity
PNB Housing Finance Ltd.	3.62	Finance	Equity

View All

Dec 26, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.83	-1.10	9.75	2.64	13.22	19.53	19.22	16.58	21.34
Category Average (%)	0.33	-0.95	3.09	1.87	3.47	9.79	7.67	NA	12.90
Rank within Category	76	375	20	330	89	187	150	83	130

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential India Opportunities Fund	41.05	33,946	0.05	-0.48	5.99	4.67	12.96	24.62	28.73	NA	22.54	0.65
ICICI Prudential Business Cycle Fund	27.13	15,708	0.11	-1.17	4.19	4.71	15.10	23.88	NA	NA	22.40	0.75
ICICI Prudential Technology Fund	236.39	15,565	-0.05	2.98	11.41	3.01	-0.87	17.81	18.03	18.81	27.57	0.97
Tata Digital India Fund	57.91	12,085	-0.03	2.63	10.86	1.46	-7.63	18.20	18.34	NA	19.20	0.43
HDFC Manufacturing Fund	11.17	11,363	0.19	-1.40	1.03	3.78	7.35	NA	NA	NA	7.12	0.81
ICICI Prudential Banking and Financial Services	155.78	11,086	-0.10	-1.61	5.12	1.67	15.44	15.94	17.35	15.97	23.54	1.00
SBI Banking & Financial Services Fund	50.94	9,813	0.03	-0.66	8.01	5.70	20.07	20.86	18.52	18.69	16.24	0.73
ICICI Prudential Energy Opportunities Fund	10.53	9,643	0.29	-1.86	3.13	1.74	9.69	NA	NA	NA	3.68	0.58
SBI Energy Opportunities Fund	10.78	9,210	1.24	-1.26	2.44	-0.73	3.06	NA	NA	NA	4.23	0.80
Nippon India Pharma Fund	569.39	8,459	-0.17	-1.77	2.45	-0.18	-0.35	22.63	16.09	14.07	36.50	0.91

View All

Dec 26, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,806 (+16.12%)

Fund Manager

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

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Here is the list of funds managed by Rohit Seksaria

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	39.20	4,769	11.24	22.03
Sundaram Small Cap Fund	Equity - Small Cap	287.84	3,450	1.36	24.25
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.80	3,015	21.37	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	123.40	1,666	16.12	19.22
Sundaram Value Fund	Equity - Value	240.75	1,484	6.95	16.13
Sundaram ELSS Tax Saver Fund	Equity - ELSS	563.65	1,411	7.82	17.33
Sundaram Equity Savings Fund	Hybrid - Equity Savings	84.18	1,201	7.93	13.15
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.57	996	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	15.70	335	7.08	5.85
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	189.13	132	7.94	17.61

View All

Dec 26, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,567.43	13,345	0.15	-1.02	5.57	3.88	4.93	25.68	24.15	16.08	47.57	0.90
Sundaram Aggressive Hybrid Fund	190.23	7,655	0.15	-0.84	3.85	2.15	5.81	14.03	14.70	13.86	25.46	0.64
Sundaram Large and Mid Cap Fund	99.22	7,047	0.32	-1.08	4.61	3.39	3.99	18.17	18.96	15.77	19.35	0.77
Sundaram Liquid Fund	2,396.62	6,772	0.10	0.47	1.47	2.93	6.67	7.07	5.86	5.20	6.96	0.13
Sundaram Services Fund	39.20	4,769	0.42	-1.09	4.89	1.04	11.24	20.04	22.03	NA	20.71	0.72
Sundaram Small Cap Fund	287.84	3,450	0.69	-2.33	1.60	0.77	1.36	21.89	24.25	14.52	29.52	0.85