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Mutual Funds

Sundaram Financial Services Opportunities Fund

Su

Sundaram Financial Services Opportunities Fund

Sectoral-BankingRank #13
4/5

NAV (2026-07-14)

109.7

AUM

₹1,681.38 Cr

Exp. Ratio: 2.13%

RISK LEVEL

Very High

Returns & Performance

1 Year3.62%0.78% vs cat avgRank #21
3 Year13.94%1.93% vs cat avgRank #8
5 Year13.87%2.11% vs cat avgRank #4
Since Launch14.16%--

Fund vs Category Average

1Y
3.62%-0.78%
3Y
13.94%+1.93%
5Y
13.87%+2.11%

Pros & Cons

Pros

Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
Higher expense ratio (2.13%)
1Y category rank outside top 15 (#21)
Overall rank #13 in category
ISININF903J01629
NAV₹109.7
NAV Date2026-07-14
AUM₹1,681.38 Cr
Expense Ratio2.13%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

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.

Top Holdings

Holdings data not available for this scheme