Sundaram Financial Services Opportunities Fund - Direct Plan - Growth

Equity

Sectoral/Thematic

Very High Risk

Rs 122.13

1.06

NAV as on Apr 17, 2026

Benchmark

Nifty Financial Services Total Return

Expense Ratio

0.79%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 1,439 Crores

Exit Load

0.50%

Min. Investment

Rs 100

Nav Chart

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

20.71%

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.	15.84	Banks	Equity
ICICI Bank Ltd.	11.87	Banks	Equity
Axis Bank Ltd.	9.83	Banks	Equity
State Bank of India	6.83	Banks	Equity
Bajaj Finserv Ltd.	4.61	Finance	Equity
DCB Bank Ltd.	4.44	Banks	Equity
Shriram Finance Ltd.	4.08	Finance	Equity
Bank of Baroda	3.80	Banks	Equity
PNB Housing Finance Ltd.	3.49	Finance	Equity
Cholamandalam Financial Holdings Ltd.	3.18	Finance	Equity

View All

Apr 17, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.86	5.80	-3.83	3.54	6.85	19.15	17.41	16.77	20.71
Category Average (%)	2.65	6.49	-0.44	-1.36	8.33	9.39	6.53	NA	11.25
Rank within Category	791	621	810	166	463	217	121	83	111

* 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	40.03	32,925	2.25	4.79	-2.67	0.40	9.34	23.64	23.85	NA	21.07	0.67
ICICI Prudential Business Cycle Fund	26.32	14,359	2.06	4.69	-2.34	-1.90	10.26	22.81	20.18	NA	20.27	0.75
ICICI Prudential Technology Fund	198.73	12,575	3.23	9.05	-15.66	-9.06	-0.27	13.08	10.98	16.64	25.21	1.03
SBI Banking & Financial Services Fund	49.78	9,380	2.01	3.68	-3.75	0.67	11.53	21.35	16.56	18.22	15.52	0.74
ICICI Prudential Banking and Financial Services	148.56	9,367	2.19	3.92	-4.85	-4.38	3.25	14.72	14.44	15.74	22.50	1.05
HDFC Manufacturing Fund	11.36	9,255	2.95	7.49	2.79	0.60	16.37	NA	NA	NA	6.87	0.84
Tata Digital India Fund	48.33	9,239	3.05	8.69	-16.16	-10.07	-1.45	12.62	10.77	16.65	16.52	0.56
ICICI Prudential Energy Opportunities Fund	11.51	8,796	5.11	7.97	9.93	10.57	20.15	NA	NA	NA	8.45	0.61
Nippon India Pharma Fund	565.93	7,898	1.47	0.98	1.03	-1.32	4.51	23.05	14.49	15.20	35.47	0.93
SBI Energy Opportunities Fund	11.29	7,805	5.48	7.97	5.01	4.93	12.24	NA	NA	NA	5.85	0.80

View All

Apr 17, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,343 (+6.85%)

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	37.04	4,146	5.17	18.72
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.66	3,060	13.53	NA
Sundaram Small Cap Fund	Equity - Small Cap	293.31	2,983	14.37	20.75
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	122.13	1,439	6.85	17.41
Sundaram Value Fund	Equity - Value	229.23	1,213	3.93	12.95
Sundaram ELSS Tax Saver Fund	Equity - ELSS	535.64	1,183	4.39	14.58
Sundaram Equity Savings Fund	Hybrid - Equity Savings	82.78	1,071	4.90	11.83
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.16	866	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	16.04	412	6.62	6.09
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	189.39	122	9.95	15.03

View All

Apr 17, 2026

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	1,559.26	11,898	2.48	7.87	1.24	0.77	14.53	25.88	21.16	16.30	46.19	0.86
Sundaram Aggressive Hybrid Fund	183.20	7,653	1.10	3.54	-2.60	-3.18	3.49	13.54	12.34	13.50	24.45	0.73
Sundaram Large and Mid Cap Fund	96.50	6,031	2.42	6.14	-1.58	-2.22	7.90	17.84	15.84	15.81	18.61	0.70
Sundaram Liquid Fund	2,447.13	5,175	0.10	0.76	1.74	3.21	6.34	7.04	6.10	5.15	6.96	0.14
Sundaram Services Fund	37.04	4,146	2.38	7.07	-5.05	-4.75	5.17	18.33	18.72	NA	18.90	0.69
Sundaram Multi Asset Allocation Fund	13.66	3,060	1.25	2.49	-0.67	0.56	13.53	NA	NA	NA	15.13	0.52