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Sundaram Financial Services Opportunities Fund
Sectoral-Banking & Financial ServicesRank #20
4/5
NAV (2026-09-07)
₹108.91
AUM
₹1,678.66 Cr
Exp. Ratio: 2.19%
RISK LEVEL
Very High
Returns & Performance
1 Year10.82%0.90% vs cat avgRank #15
3 Year12.29%0.05% vs cat avgRank #13
5 Year12.75%0.26% vs cat avgRank #5
Since Launch13.99%4.78% vs cat avg
Fund vs Category Average
1Y
10.82%+0.90%
3Y
12.29%-0.05%
5Y
12.75%+0.26%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Above category avg 5Y returns
✔No lock-in period
✔Decent 1Y category rank (#15)
Cons
✖3Y returns below category average
✖Higher expense ratio (2.19%)
✖Overall rank #20 in category
✖Returns since launch below category avg
ISININF903J01629
NAV₹108.91
NAV Date2026-09-07
AUM₹1,678.66 Cr
Expense Ratio2.19%
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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund is ₹108.91 as of 2026-09-07.
Sundaram Financial Services Opportunities Fund is classified as a Sectoral-Banking & Financial Services fund.
The Assets Under Management (AUM) of Sundaram Financial Services Opportunities Fund is ₹1,678.66 Cr.
The expense ratio of Sundaram Financial Services Opportunities Fund is 2.19%.
Sundaram Financial Services Opportunities Fund is managed by Rohit Seksaria.
The minimum SIP investment for Sundaram Financial Services Opportunities Fund is ₹100.
The exit load for Sundaram Financial Services Opportunities Fund is 1%.
As per the SEBI Riskometer, Sundaram Financial Services Opportunities Fund carries a Very High risk level.
Sundaram Financial Services Opportunities Fund has delivered 10.82% (1Y), 12.29% (3Y) and 12.75% (5Y) annualised returns as of 2026-09-07.
Sundaram Financial Services Opportunities Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
