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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: 2.1% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,548.09 Cr As on (30-05-2025)
Turn over: 66
NAV (₹): 106.2089 ₹ -0.66 ( -0.6175%)
as on 11-06-2025
CAGR Since Inception - 14.89%
NIFTY Financial Services TRI - 17.84%

Fund Managers

FM1 - Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava


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

PERFORMANCE of Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 11-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 12.46 25.07 25.97 14.5 14.89
NiftyFinancialServices TRI 22.01 20.21 22.11 14.99 17.84
Equity: Sectoral-Banking and Financial Services 16.32 22.06 24.18 13.52 16.67

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 1.09 4.61 0.93 - -
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 12.46 22.4 25.07 25.97 14.5
DSP Banking & Financial Services Reg Gr 15-12-2023 25.84 0.0 0.0 0.0 0.0
WhiteOak Capital Banking & Financial Services Reg Gr 06-02-2024 21.14 0.0 0.0 0.0 0.0
SBI Banking and Fin Services Reg Gr 01-02-2015 19.97 25.09 23.04 24.59 16.71
Invesco India Fin Services Retail Gr 14-07-2008 19.54 25.8 26.28 25.19 15.43
Baroda BNP Paribas Banking and Fin Services Plan A Gr 22-06-2012 19.25 22.07 22.05 22.65 12.28
ICICI Pru Banking and Fin Services Gr 05-08-2008 19.2 18.99 20.38 24.72 14.34
Tata Banking And Fin Services Reg Gr 18-12-2015 19.01 20.6 23.84 22.78 0.0
Nippon India Banking and Financial Services Fund Gr Gr 01-05-2003 18.65 21.47 24.13 29.24 14.18
Bandhan Financial Services Fund Reg Gr 28-07-2023 18.04 0.0 0.0 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 (%)