Sundaram Financial Services Opportunities Fund - Regular Plan

Equity

Sectoral/Thematic

Very High Risk

Rs 108.37

-0.33

NAV as on Dec 29, 2025

Benchmark

Nifty Financial Services Total Return

Expense Ratio

2.08%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 1,666 Crores

Exit Load

0.50%

Min. Investment

Rs 100

Nav Chart

Asset Allocation

Sector Allocation

Sundaram Financial Services Opportunities Fund - Regular Plan 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

14.55%

Launch Date

Apr 17, 2008

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

0.90 vs 0.77

Fund Vs Category Avg

Portfolio Turnover Ratio

36.30 vs 48.39

Fund Vs 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 29, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.74	-1.40	8.51	1.20	11.08	17.23	16.95	15.11	14.55
Category Average (%)	-0.90	-1.20	2.58	1.09	3.07	9.69	7.78	NA	12.36
Rank within Category	426	578	68	427	115	275	214	135	428

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential India Opportunities Fund	37.43	33,946	-1.03	-0.61	5.59	3.48	11.47	22.77	27.02	NA	20.89	1.56
ICICI Prudential Business Cycle Fund	25.50	15,708	-0.82	-1.39	3.66	3.24	13.79	22.18	NA	NA	20.84	1.68
ICICI Prudential Technology Fund	210.37	15,565	-1.96	2.22	10.60	2.04	-2.45	16.25	16.36	17.63	12.51	1.74
Tata Digital India Fund	49.07	12,085	-1.97	1.99	10.04	0.56	-9.45	16.06	16.08	17.24	17.23	1.68
HDFC Manufacturing Fund	10.92	11,363	-1.23	-1.79	0.25	2.25	5.34	NA	NA	NA	5.56	1.76
ICICI Prudential Banking and Financial Services	137.45	11,086	-0.85	-1.61	4.59	0.44	13.87	14.54	15.82	14.71	16.30	1.79
SBI Banking & Financial Services Fund	45.26	9,813	-0.84	-1.10	6.93	4.47	18.38	18.88	16.52	17.23	14.96	1.76
ICICI Prudential Energy Opportunities Fund	10.33	9,643	-0.96	-1.24	1.77	0.39	8.62	NA	NA	NA	2.29	1.74
SBI Energy Opportunities Fund	10.58	9,210	0.02	0.24	1.57	-2.09	2.46	NA	NA	NA	3.11	1.78
Nippon India Pharma Fund	506.37	8,459	-1.06	-2.62	1.73	-2.23	-2.64	21.36	15.00	12.88	19.95	1.81

View All

Dec 29, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,712 (+14.24%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	35.90	4,769	9.37	20.03
Sundaram Small Cap Fund	Equity - Small Cap	257.17	3,450	-0.54	22.35
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.33	3,015	19.05	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	108.37	1,666	14.24	16.95
Sundaram Value Fund	Equity - Value	226.10	1,484	5.92	15.06
Sundaram ELSS Tax Saver Fund	Equity - ELSS	524.30	1,411	6.69	16.30
Sundaram Equity Savings Fund (Growth Accum)	Hybrid - Equity Savings	71.93	1,201	6.13	11.18
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.44	996	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	14.83	335	6.15	5.19
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	178.34	132	7.19	16.75

View All

Dec 29, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,426.22	13,345	-1.08	-1.33	4.58	2.87	3.98	24.28	22.76	15.15	23.58	1.72
Sundaram Aggressive Hybrid Fund	164.69	7,655	-0.69	-1.32	2.98	0.89	4.24	12.37	13.05	12.47	11.39	2.24
Sundaram Large and Mid Cap Fund	87.51	7,047	-0.92	-1.45	3.78	1.92	2.68	16.38	17.36	14.47	12.20	1.81
Sundaram Liquid Fund	2,367.80	6,772	0.10	0.45	1.42	2.84	6.44	6.90	5.72	5.09	4.12	0.32
Sundaram Services Fund	35.90	4,769	-0.71	-1.11	4.07	-0.13	9.37	18.19	20.03	NA	19.23	1.86
Sundaram Small Cap Fund	257.17	3,450	-0.93	-2.29	1.15	-0.78	-0.54	20.02	22.35	13.46	16.83	1.93