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Jul 20, 2026


Category Equity
AUM (Cr.) 1,681.38
Exit Load (%) 0.50
Min Inv Lumpsum 100
Expense Ratio 2.17
Sharpe Ratio 1.43
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

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Fin Serv Opportunities (IDCW) 1.69 -0.08 4.59 13.3 14.69 14.07
Benchmark - Nifty PSU Bank 9.6 -25.45 -40.11 -22.82 -13.91 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 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 Jun 30, 2026 248.50 14.78 7.17
Equity-ICICI Bank Jun 30, 2026 194.73 11.58 9.46
Equity-Axis Bank Jun 30, 2026 163.84 9.74 4.59
Equity-SBI Jun 30, 2026 103.05 6.13 6.48
Equity-Bajaj Finserv Jun 30, 2026 80.59 4.79 6.41
Equity-Shriram Finance Jun 30, 2026 70.09 4.17 10.03
Equity-DCB Bank Jun 30, 2026 69.97 4.16 5.63
Equity-PNB Housing Jun 30, 2026 65.56 3.90 0.77
Equity-Bank of Baroda Jun 30, 2026 60.16 3.58 1.45
Equity-AAVAS Financiers Jun 30, 2026 56.45 3.36 13.23

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Fin Serv Opportunities (IDCW)
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