- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Financial Services Opportunities Fund Direct-Growth
Fund Overview of Sundaram Financial Services Opportunities Fund Direct-Growth
-
₹1,614.2 CrAUM
-
₹121.84NAV
-
0.93%Expense Ratio
-
EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Sundaram Financial Services Opportunities Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.91% | NA | 2.31% |
| 6 Months | 1.76% | NA | 15.50% |
| 1 Year | 0.54% | 0.54% | 10.43% |
| 2 Years | 10.62% | 5.18% | 18.38% |
| 3 Years | 40.13% | 11.90% | 17.78% |
| 5 Years | 81.28% | 12.63% | 22.24% |
| 7 Years | 156.04% | 14.37% | NA |
| 10 Years | 281.44% | 14.33% | 13.92% |
View More
As on Thu Nov 05, 2026
Asset Allocation of Sundaram Financial Services Opportunities Fund Direct-Growth
equities
97.59%debt instruments
1.00%other assets or cash equivalents
1.40%Large Cap: 59.73%
Mid Cap: 8.64%
Small Cap: 31.63%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Sundaram Financial Services Opportunities Fund Direct-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital growth. Investment in equity and equity related instruments of companies engaged in Banking & Financial Services. It manages assets worth ₹1,614.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.93%. Fund Manager Manager Education
About FundAbout Sundaram Financial Services Opportunities Fund Direct-Growth
The portfolio allocation consists of 97.59% in equities, 1.00% in debt instruments, 1.40% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 0.54% in the last year, a total return since inception of 13.34%.
Those exploring investment options often review the best sip plans before they plan sustainable savings habits.
Rohit Seksaria
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Key Metrics of Sundaram Financial Services Opportunities Fund Direct-Growth
-
Standard Deviation17.24%
-
Mean11.27%
-
Sharpe Ratio0.33%
-
Alpha1.45%
-
Beta1.03%
-
Sortino Ratio0.45%
Sundaram Financial Services Opportunities Fund Direct-Growth Fund Details
|
|
Compare Mutual Funds
Sundaram Financial Services Opportunities Fund Direct-Growth Fund Returns Comparison
Compare Sundaram Financial Services Opportunities Fund Direct-Growth with other mutual funds in the same category
Sundaram Financial Services Opportunities Fund Direct-Growth
Nippon India ETF Nifty PSU Bank Bees
Kotak Nifty PSU Bank Exchange Traded Fund
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India ETF Nifty PSU Bank Bees  |
₹3,932 | 6.78% | 0.12% | 2.97% | 19.36% | 24.59% |
| Kotak Nifty PSU Bank Exchange Traded Fund |
₹2,491 | 6.78% | 0.12% | 2.95% | 19.34% | 24.59% |
| Invesco India Financial Services Fund Direct-Growth |
₹1,790 | 5.70% | -0.76% | 4.47% | 16.66% | 13.74% |
| Invesco India Financial Services Fund Direct-IDCW |
₹1,790 | 5.70% | -0.76% | 4.47% | 16.66% | 13.74% |
| Sundaram Financial Services Opportunities Fund Direct-Growth |
₹1,614 | 2.96% | -2.91% | 0.54% | 11.90% | 12.63% |
| Sundaram Financial Services Opportunities Fund Direct-IDCW |
₹1,614 | 2.96% | -2.91% | 0.54% | 11.90% | 12.63% |
| Invesco India Financial Services Fund Regular-Growth |
₹1,790 | 5.58% | -1.08% | 3.15% | 15.16% | 12.25% |
| Invesco India Financial Services Fund Regular-IDCW |
₹1,790 | 5.58% | -1.08% | 3.15% | 15.16% | 12.25% |
| SBI Banking & Financial Services Fund Direct-Growth |
₹10,420 | 6.57% | -0.20% | -0.07% | 16.62% | 12.02% |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹10,420 | 6.57% | -0.20% | -0.07% | 16.62% | 12.02% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Financial Services Opportunities Fund Regular-Growth
|
₹1,614 | 2.85% | -3.22% | 1.10% | -0.77% | 10.43% |
|
Sundaram Financial Services Opportunities Fund Direct-IDCW
|
₹1,614 | 2.96% | -2.91% | 1.76% | 0.54% | 11.90% |
|
Sundaram Financial Services Opportunities Fund Regular-IDCW
|
₹1,614 | 2.85% | -3.22% | 1.10% | -0.77% | 10.43% |
growth is based on 1-month returns of the fundsSundaram Financial Services Opportunities Fund Direct-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Banking And Financial Services-Growth |
₹10,774 | ₹132.45 | 10.28% | 8.29% | 11.33% |
| ICICI Prudential Banking And Financial Services Direct Plan-Growth |
₹10,774 | ₹150.58 | 11.14% | 9.17% | 12.37% |
| ICICI Prudential Banking And Financial Services Direct Plan-IDCW |
₹10,774 | ₹69.19 | 11.14% | 9.17% | 12.37% |
| ICICI Prudential Banking And Financial Services-IDCW |
₹10,774 | ₹25.28 | 10.28% | 8.29% | 11.33% |
| SBI Banking & Financial Services Fund Regular-Growth |
₹10,420 | ₹44.03 | 15.41% | 10.80% | 14.06% |
| SBI Banking & Financial Services Fund Direct-Growth |
₹10,420 | ₹49.80 | 16.62% | 12.02% | 15.37% |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹10,420 | ₹44.52 | 16.62% | 12.02% | 15.37% |
| SBI Banking & Financial Services Fund Regular-IDCW |
₹10,420 | ₹39.54 | 15.41% | 10.80% | 14.06% |
| Nippon India ETF Nifty Bank Bees |
₹7,917 | ₹598.81 | 10.65% | 8.57% | 11.98% |
| Nippon India Banking & Financial Services Fund-Growth |
₹7,367 | ₹633.84 | 11.02% | 11.08% | 12.46% |
View More
Top funds are based on Fund AUM
Sundaram Financial Services Opportunities Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 18.83% | ₹313.79 Cr |
| Hdfc Bank Ltd | Financial | 18.59% | ₹308.69 Cr |
| Hdfc Bank Ltd | Financial | 19.89% | ₹307.92 Cr |
| Hdfc Bank Ltd | Financial | 19.20% | ₹307.47 Cr |
| Hdfc Bank Ltd | Financial | 19.20% | ₹307.47 Cr |
| Hdfc Bank Ltd | Financial | 19.42% | ₹293.90 Cr |
| Hdfc Bank Ltd | Financial | 19.42% | ₹293.90 Cr |
| Hdfc Bank Ltd | Financial | 17.27% | ₹289.39 Cr |
| Hdfc Bank Ltd | Financial | 16.41% | ₹276.47 Cr |
| Hdfc Bank Ltd | Financial | 14.78% | ₹248.50 Cr |
| Hdfc Bank Ltd | Financial | 14.78% | ₹248.50 Cr |
| Hdfc Bank Ltd | Financial | 14.78% | ₹248.50 Cr |
| Hdfc Bank Ltd | Financial | 14.78% | ₹248.50 Cr |
| Hdfc Bank Ltd | Financial | 14.90% | ₹240.33 Cr |
| Hdfc Bank Ltd | Financial | 14.58% | ₹231.87 Cr |
| Hdfc Bank Ltd | Financial | 15.84% | ₹227.82 Cr |
| Icici Bank Ltd | Financial | 12.82% | ₹198.46 Cr |
| Icici Bank Ltd | Financial | 11.46% | ₹197.31 Cr |
| Icici Bank Ltd | Financial | 11.46% | ₹197.31 Cr |
| Icici Bank Ltd | Financial | 11.46% | ₹197.31 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India ETF Nifty PSU Bank Bees |
₹95.58 | 19.36% | 24.59% | - |
| Kotak Nifty PSU Bank Exchange Traded Fund |
₹85.66 | 19.34% | 24.59% | - |
| Invesco India Financial Services Fund Direct-Growth |
₹177.73 | 16.66% | 13.74% | - |
| Invesco India Financial Services Fund Direct-IDCW |
₹91.47 | 16.66% | 13.74% | - |
| Sundaram Financial Services Opportunities Fund Direct-Growth |
₹121.84 | 11.90% | 12.63% | - |
| Sundaram Financial Services Opportunities Fund Direct-IDCW |
₹33.23 | 11.90% | 12.63% | - |
| Invesco India Financial Services Fund Regular-Growth |
₹146.26 | 15.16% | 12.25% | - |
| Invesco India Financial Services Fund Regular-IDCW |
₹74.59 | 15.16% | 12.25% | - |
| SBI Banking & Financial Services Fund Direct-Growth |
₹49.80 | 16.62% | 12.02% | - |
| SBI Banking & Financial Services Fund Direct-IDCW |
₹44.52 | 16.62% | 12.02% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Financial Services Opportunities Fund Direct-Growth
What is the current AUM of Sundaram Financial Services Opportunities Fund Direct-Growth?
As of Wed Sep 30, 2026, Sundaram Financial Services Opportunities Fund Direct-Growth manages assets worth ₹1,614.2 crore
How has Sundaram Financial Services Opportunities Fund Direct-Growth performed recently?
- 3 Months: -2.91%
- 6 Months: 1.76%
What is the long-term performance of Sundaram Financial Services Opportunities Fund Direct-Growth?
- 3 Years CAGR: 11.90%
- 5 Years CAGR: 12.63%
- Since Inception: 13.34%
What is the portfolio composition of Sundaram Financial Services Opportunities Fund Direct-Growth?
Equity: 97.59%, Debt: 1.00%, Others: 1.40%.
Who manages Sundaram Financial Services Opportunities Fund Direct-Growth?
Sundaram Financial Services Opportunities Fund Direct-Growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Financial Services Opportunities Fund Direct-Growth?
Large Cap: 59.73%, Mid Cap: 8.64%, Small Cap: 31.63%.
Which are the top companies Sundaram Financial Services Opportunities Fund Direct-Growth has invested in?
- HDFC Bank Ltd – 18.83% of the fund's portfolio
- HDFC Bank Ltd – 18.59% of the fund's portfolio
- HDFC Bank Ltd – 19.89% of the fund's portfolio
- HDFC Bank Ltd – 19.20% of the fund's portfolio
- HDFC Bank Ltd – 19.20% of the fund's portfolio
Which are the major sectors Sundaram Financial Services Opportunities Fund Direct-Growth focuses on?
- Financial – 319.87% of the fund's portfolio
View more FAQ's
