Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Very High Risk
Equity
4 Star
₹109.53
-0.39%1D Change
13.8%p.a.
Very High Risk
Equity
4 Star
₹109.53
-0.39%1D Change
13.8%p.a.
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
₹109.53
-0.39%1D
13.8%p.a.
Returns Calculator
Investment Type
Fund Overview
- Rating4 Star
- Expense ratio0.77%
- Exit Load0.5% within 30 days
- AUM (Fund size)₹1,604.71 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 19.89% |
| ICICI Bank Ltd | 12.82% |
| Axis Bank Ltd | 8.93% |
| State Bank of India | 5.16% |
| CSB Bank Ltd Ordinary Shares | 4.46% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI Banking & Financial S... | ₹ 8,450 Cr | ₹46.14 | -0.23% | Very High |
| ICICI Prudential Banking ... | ₹ 9,930 Cr | ₹146.47 | -0.28% | Very High |
| UTI Banking and Financial... | ₹ 1,305 Cr | ₹207.95 | -0.18% | Very High |
| Nippon India Banking & Fi... | ₹ 7,222 Cr | ₹656.43 | -0.53% | Very High |
NAV History
FUND | Sundaram Financial Services Opportunities Fund Direct Plan Growth Option |
|---|---|
| NAV (Aug 29, 2025) | ₹109.53 |
| Class | Equity | Other |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria |
FUND | Sundaram Financial Services Opportunities Fund Direct Plan Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 0.5% within 30 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Financial S... | -3.55% | -6.07% | -6.33% | 9% | -1.04% | 18.68% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
(as per historical returns)
