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Sundaram Financial Services Opportunities Fund Direct-Growth
NAV as of(Aug 11, 2023)
₹ 82.41 -0.53 % 1-D Change
Returns 
13.48% p.a.
You get upto 1.39%extra returns
- Monthly SIP
Monthly SIP is not available for this fund - Lumpsum Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
This fund vs
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Scheme Details
| VRO Rating | |
| Expense ratio | 0.94% As on Jun 30, 2023 |
| Exit Load | 1.0% |
| AUM (Fund Size) | ₹ 824 Crs |
| Lock-in | No Lockin |
| Age | 10 yrs 7 m Since Jan 01, 2013 |
| Benchmark | NIFTY Financial Services TRI |
| Min. Investment | SIP ₹100 & Lumpsum ₹100 |
About Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund Direct-Growth is a Sectoral-Banking mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 10 yrs 7 m, having been launched on 01/01/2013. Sundaram Financial Services Opportunities Fund Direct-Growth has ₹824 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.94%, which is close to what most other Sectoral-banking funds charge.
.....- Sundaram Financial Services Opportunities Fund Direct-Growth returns of last 1-year are 24.31%. Since launch, it has delivered 13.49% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Sundaram Financial Services Opportunities Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is high.
- The fund has the majority of its money invested in Financial, Insurance, Services sectors. It has taken less exposure in Financial, Insurance sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., State Bank of India, Axis Bank Ltd., Rural Electrification Corpn. Ltd..
Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jul 31, 2023Top Stock Holdings
Allocation by Market Cap
Large Cap 67.4%
Mid Cap 7.2%
Small Cap 20.75%
Other Cap -0%
Allocation by Sector
Financial 90.21%
Insurance 3.52%
Services 1.61%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 4.06%
Repo 1.47%
Other Holdings
Others 4.06%
Want to know in detail about the portfolio of this fund?
Comparison with sectoral-banking Funds
as on Aug 14, 2023Trailing Returns and Ranks
as on Aug 14, 2023| Period | Trailing returns | Category average |
|---|---|---|
| 1 month | 1.22% | 0.71% |
| 3 months | 8.8% | 6.87% |
| 6 months | 16.38% | 13.29% |
| 1 year | 23% | 18.09% |
| 3 years | 29.6% | 27.3% |
| 5 years | 14.35% | 10.96% |
| 10 years | 17.82% | 17.79% |
Want to know in detail about the returns of this fund?
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Sundaram Financial Services Opportunities Fund
EQUITY SECTORAL-BANKING
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
- Std. Dev : 20.89
- Alpha : 4.45
- Beta : 0.87
- Sharpe : 1.2
- Sortino : 2.78
Rohit Seksaria
Mr. 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.
Ashish Aggarwal
Mr. Aggarwal has done BE, PGPM
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Sundaram Mutual Fund
TOTAL AUM:
₹45,612 Crs
As on Jun 30, 2023
- Phone: 1860-425-7237
- Address: Sundaram Towers No. 46,,1st& 2nd Floor,
Whites Road,
Royapettah
Chennai, 600014
Compare with similar Funds
Frequently Asked questions
How fund report card works
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
How are the returns of Sundaram Financial Services Opportunities Fund ?
The Sundaram Financial Services Opportunities Fund is a 10 yrs 7 m old fund and has delivered average annual returns of 13.48% since inception.
Sundaram Financial Services Opportunities Fund Returns
| 1-Year | 3-Year | 5-Year | 10-Year | Since Inception |
|---|---|---|---|---|
| 23.0% | 29.6% | 14.35% | 17.82% | 13.48% |
What is the current NAV of Sundaram Financial Services Opportunities Fund?
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Financial Services Opportunities Fund for Aug 11, 2023 is 82.41.
How do I invest in Sundaram Financial Services Opportunities Fund?
On ET Money, Investing in Sundaram Financial Services Opportunities Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
- Click on the Invest Now Button present on the top right-hand side.
- Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
- Provide few more details needed including the bank account from which you will be making the payment and confirm.
- That's it. Your SIP or one-time investment in Sundaram Financial Services Opportunities Fund is done.
How much does Sundaram Financial Services Opportunities Fund charge as expense ratio?
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Financial Services Opportunities Fund is 0.94%. .
How can I redeem my investments in Sundaram Financial Services Opportunities Fund?
Redeeming your investments in Sundaram Financial Services Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Financial Services Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.
What is the AUM or size of Sundaram Financial Services Opportunities Fund?
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Financial Services Opportunities Fund is ₹824 Crs.
What are the top stock holdings of Sundaram Financial Services Opportunities Fund?
The Sundaram Financial Services Opportunities Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| ICICI Bank Ltd. | 19.75% |
| HDFC Bank Ltd. | 19.35% |
| State Bank of India | 8.47% |
| Axis Bank Ltd. | 7.06% |
| Rural Electrification Corpn. Ltd. | 4.08% |
| Tube Investments Of India Ltd. | 3.27% |
| Indusind Bank Ltd. | 3.24% |
| Equitas Small Finance Bank Ltd. | 2.89% |
| Grameen Financial Services Pvt Ltd. | 2.82% |
| Bank Of Baroda | 2.75% |
What are the top sectors Sundaram Financial Services Opportunities Fund has invested in?
The Sundaram Financial Services Opportunities Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 90.21% |
| Insurance | 3.52% |
| Services | 1.61% |