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Apr 02, 2026


Category Equity
AUM (Cr.) 1,684.47
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.08
Sharpe Ratio 0.07
Beta Ratio 0.00
Fund Manager Rohit Seksaria
Inception Date Jun 10, 2008
Risk Level Very High

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.

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Nifty PSU Bank Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Fin Serv Opportunities (G) -11.38 -5.35 1.15 14.71 12.44 13.55
Benchmark - Nifty PSU Bank 9.6 -25.45 -40.11 -22.82 -13.91 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Fin Serv Opportunities (G) -11.38 -5.35 1.15 14.71 12.44 13.55
Benchmark - Nifty PSU Bank 9.6 -25.45 -40.11 -22.82 -13.91 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Jan 31, 2026 289.39 17.27 -6.25
Equity-ICICI Bank Jan 31, 2026 191.87 11.45 0.90
Equity-Axis Bank Jan 31, 2026 166.85 9.96 3.29
Equity-SBI Jan 31, 2026 108.09 6.45 9.67
Equity-DCB Bank Jan 31, 2026 80.54 4.81 10.28
Equity-Shriram Finance Jan 31, 2026 78.43 4.68 2.39
Equity-Bajaj Finserv Jan 31, 2026 77.63 4.63 -4.28
Equity-Bank of Baroda Jan 31, 2026 66.13 3.95 1.18
Equity-PNB Housing Jan 31, 2026 54.72 3.27 -13.57
Equity-CSB Bank Jan 31, 2026 52.54 3.14 -28.75

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Fin Serv Opportunities (G)
Contact Person
Rohit Seksaria
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com