Sundaram Financial Services Opportunities Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.63%
NAV: ₹123.57 as on Tue Nov 18, 2025
Fund NAV

Fund Overview of Sundaram Financial Services Opportunities Fund Direct-growth

  • ₹1,547.9 Cr
    AUM
  • ₹123.57
    NAV
  • 0.79%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Nov 18, 2025

Returns of Sundaram Financial Services Opportunities Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.63% NA 2.31%
6 Months 10.41% NA 15.50%
1 Year 5.16% 5.16% 10.43%
2 Years 34.54% 15.99% 18.38%
3 Years 75.17% 20.55% 17.78%
5 Years 181.01% 22.95% 22.24%
7 Years 215.61% 17.84% NA
10 Years 313.88% 15.26% 13.92%
View More
As on Tue Nov 18, 2025

Asset Allocation

equities

95.66%

debt instruments

0.91%

other assets or cash equivalents

3.43%
Large Cap: 69.54%
Mid Cap: 8.72%
Small Cap: 21.74%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
19.89%
Hdfc Bank Ltd
19.20%
Hdfc Bank Ltd
19.20%
Hdfc Bank Ltd
19.42%
Hdfc Bank Ltd
19.42%
 
Top Sectors
Financial
476.54%
Unspecified
23.46%
Detailed Portfolio Analysis
As on Tue Nov 18, 2025
Invest Now

About Fund

About Sundaram Financial Services Opportunities Fund Direct-growth

Sundaram Financial Services Opportunities Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. 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 ₹1,547.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.79%.
The portfolio allocation consists of 95.66% in equities, 0.91% in debt instruments, 3.43% in other assets or cash equivalents. Managed by Rohit Seksaria, it has delivered a return of 5.16% in the last year, a total return since inception of 14.11%.

Read more
  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

Key Metrics of Sundaram Financial Services Opportunities Fund Direct-growth

  • Standard Deviation
    13.28%
  • Sharpe Ratio
    0.82%
  • Alpha
    6.44%
  • Beta
    0.91%

Fund Details

Fund Names Sundaram Financial Services Opportunities Fund Direct-growth
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 250
STP Minimum Investment amount ₹ 250
 
Risk Principal at very high risk
Category Average Annual Returns 10.43
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Banking And Financial Services Direct Plan-growth trend ₹9,930 1.05% 3.68% 17.23% 16.82% 18.63%
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 3.05% 6.70% 19.69% 17.61% 18.31%
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 2.95% 6.43% 18.59% 16.51% 17.18%
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 0.02% 3.20% 13.62% 13.72% 15.36%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 2.04% 5.66% 17.67% 12.29% 15.26%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 -0.05% 2.98% 12.71% 12.85% 14.46%
View More
increase 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 increase ₹1,548 4.64% 7.76% 5.32% 16.49% 18.30%
Sundaram Financial Services Opportunities Fund Regular-idcw increase ₹1,548 4.64% 7.76% 5.32% 16.49% 18.30%
Sundaram Financial Services Opportunities Fund Direct-idcw increase ₹1,548 4.76% 8.12% 6.03% 18.03% 19.98%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Banking And Financial Services Direct Plan-growth trend ₹9,930 ₹156.99 16.82% 18.63% 15.98%
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 ₹64.55 16.51% 17.18% 15.16%
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 ₹72.63 17.61% 18.31% 16.31%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 ₹60.18 12.29% 15.26% -
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 ₹62.30 13.72% 15.36% 14.53%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 ₹55.59 12.85% 14.46% 13.51%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial19.89%₹307.92 Cr
Hdfc Bank LtdFinancial19.20%₹307.47 Cr
Hdfc Bank LtdFinancial19.20%₹307.47 Cr
Hdfc Bank LtdFinancial19.42%₹293.90 Cr
Hdfc Bank LtdFinancial19.42%₹293.90 Cr
Icici Bank LtdFinancial12.82%₹198.46 Cr
Icici Bank LtdFinancial11.70%₹187.26 Cr
Icici Bank LtdFinancial11.70%₹187.26 Cr
Icici Bank LtdFinancial11.93%₹180.59 Cr
Icici Bank LtdFinancial11.93%₹180.59 Cr
Axis Bank LtdFinancial9.99%₹160.01 Cr
Axis Bank LtdFinancial9.99%₹160.01 Cr
Axis Bank LtdFinancial9.94%₹150.43 Cr
Axis Bank LtdFinancial9.94%₹150.43 Cr
Axis Bank LtdFinancial8.93%₹138.18 Cr
State Bank Of IndiaFinancial5.87%₹94.03 Cr
State Bank Of IndiaFinancial5.87%₹94.03 Cr
State Bank Of IndiaFinancial5.78%₹87.55 Cr
State Bank Of IndiaFinancial5.78%₹87.55 Cr
State Bank Of IndiaFinancial5.16%₹79.93 Cr
Shriram Transport Finance Company LtdFinancial4.69%₹75.16 Cr
Shriram Transport Finance Company LtdFinancial4.69%₹75.16 Cr
Bajaj Finserv LtdFinancial4.45%₹71.32 Cr
Bajaj Finserv LtdFinancial4.45%₹71.32 Cr
Csb Bank LtdFinancial4.46%₹69.08 Cr
Bajaj Finserv LtdFinancial4.53%₹68.52 Cr
Bajaj Finserv LtdFinancial4.53%₹68.52 Cr
Shriram Transport Finance Company LtdFinancial4.43%₹68.50 Cr
Csb Bank LtdFinancial4.24%₹67.96 Cr
Csb Bank LtdFinancial4.24%₹67.96 Cr
Pnb Housing Finance LtdFinancial4.35%₹67.36 Cr
Dcb Bank LtdFinancial4.19%₹67.03 Cr
Dcb Bank LtdFinancial4.19%₹67.03 Cr
Shriram Transport Finance Company LtdFinancial4.42%₹66.90 Cr
Shriram Transport Finance Company LtdFinancial4.42%₹66.90 Cr
Bajaj Finserv LtdFinancial4.30%₹66.52 Cr
RepoUnspecified4.28%₹64.84 Cr
RepoUnspecified4.28%₹64.84 Cr
Pnb Housing Finance LtdFinancial3.86%₹61.79 Cr
Pnb Housing Finance LtdFinancial3.86%₹61.79 Cr
Bank Of BarodaFinancial3.84%₹61.49 Cr
Bank Of BarodaFinancial3.84%₹61.49 Cr
Csb Bank LtdFinancial4.03%₹61.08 Cr
Csb Bank LtdFinancial4.03%₹61.08 Cr
Pnb Housing Finance LtdFinancial3.90%₹58.98 Cr
Pnb Housing Finance LtdFinancial3.90%₹58.98 Cr
RepoUnspecified3.74%₹57.94 Cr
Bank Of BarodaFinancial3.77%₹57.10 Cr
Bank Of BarodaFinancial3.77%₹57.10 Cr
RepoUnspecified3.47%₹55.54 Cr
RepoUnspecified3.47%₹55.54 Cr
Ujjivan Small Finance Bank LtdFinancial3.45%₹55.20 Cr
Ujjivan Small Finance Bank LtdFinancial3.45%₹55.20 Cr
Ujjivan Small Finance Bank LtdFinancial3.59%₹54.27 Cr
Ujjivan Small Finance Bank LtdFinancial3.59%₹54.27 Cr
Dcb Bank LtdFinancial3.48%₹53.87 Cr
Dcb Bank LtdFinancial3.55%₹53.78 Cr
Dcb Bank LtdFinancial3.55%₹53.78 Cr
Bank Of BarodaFinancial3.39%₹52.54 Cr
Ujjivan Small Finance Bank LtdFinancial3.35%₹51.83 Cr
Rec LtdFinancial2.89%₹44.71 Cr
Equitas Small Finance Bank LtdFinancial2.77%₹42.89 Cr
Rec LtdFinancial2.65%₹42.41 Cr
Rec LtdFinancial2.65%₹42.41 Cr
Rec LtdFinancial2.79%₹42.18 Cr
Rec LtdFinancial2.79%₹42.18 Cr
Equitas Small Finance Bank LtdFinancial2.73%₹41.39 Cr
Equitas Small Finance Bank LtdFinancial2.73%₹41.39 Cr
Equitas Small Finance Bank LtdFinancial2.58%₹41.25 Cr
Equitas Small Finance Bank LtdFinancial2.58%₹41.25 Cr
Indusind Bank LtdFinancial2.60%₹40.22 Cr
Icici Prudential Life Insurance Company LtdFinancial2.53%₹39.18 Cr
Icici Prudential Life Insurance Company LtdFinancial2.50%₹37.86 Cr
Icici Prudential Life Insurance Company LtdFinancial2.50%₹37.86 Cr
Icici Prudential Life Insurance Company LtdFinancial2.35%₹37.60 Cr
Icici Prudential Life Insurance Company LtdFinancial2.35%₹37.60 Cr
Kotak Mahindra Bank LtdFinancial1.91%₹30.61 Cr
Kotak Mahindra Bank LtdFinancial1.91%₹30.61 Cr
Kotak Mahindra Bank LtdFinancial1.92%₹29.01 Cr
Kotak Mahindra Bank LtdFinancial1.92%₹29.01 Cr
Kotak Mahindra Bank LtdFinancial1.66%₹25.77 Cr
Cholamandalam Financial Holdings LtdFinancial1.52%₹24.26 Cr
Cholamandalam Financial Holdings LtdFinancial1.52%₹24.26 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.50%₹24.09 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.50%₹24.09 Cr
Indusind Bank LtdFinancial1.57%₹23.71 Cr
Indusind Bank LtdFinancial1.57%₹23.71 Cr
Power Finance Corporation LtdFinancial1.56%₹23.62 Cr
Power Finance Corporation LtdFinancial1.56%₹23.62 Cr
Power Finance Corporation LtdFinancial1.52%₹23.60 Cr
Power Finance Corporation LtdFinancial1.45%₹23.22 Cr
Power Finance Corporation LtdFinancial1.45%₹23.22 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.39%₹21.02 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.39%₹21.02 Cr
Bandhan Bank LtdFinancial1.27%₹20.33 Cr
Bandhan Bank LtdFinancial1.27%₹20.33 Cr
Cholamandalam Financial Holdings LtdFinancial1.29%₹19.97 Cr
Cholamandalam Financial Holdings LtdFinancial1.32%₹19.95 Cr
Cholamandalam Financial Holdings LtdFinancial1.32%₹19.95 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.27%₹19.66 Cr
Indusind Bank LtdFinancial1.20%₹19.17 Cr
Indusind Bank LtdFinancial1.20%₹19.17 Cr
Creditaccess Grameen LtdFinancial1.13%₹17.44 Cr
Angel One LtdFinancial1.02%₹15.76 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.95%₹15.15 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.95%₹15.15 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified1.00%₹15.08 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified1.00%₹15.08 Cr
364 Days T-bill Mat 11-sep-2025Financial0.96%₹14.91 Cr
Angel One LtdFinancial0.89%₹14.25 Cr
Angel One LtdFinancial0.89%₹14.25 Cr
Angel One LtdFinancial0.85%₹12.92 Cr
Angel One LtdFinancial0.85%₹12.92 Cr
Bandhan Bank LtdFinancial0.84%₹12.64 Cr
Bandhan Bank LtdFinancial0.84%₹12.64 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹12.19 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹12.19 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹11.57 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹11.57 Cr
Hdb Financial Services Limited EqFinancial0.74%₹11.38 Cr
Hdb Financial Services Limited EqFinancial0.74%₹11.26 Cr
Hdb Financial Services Limited EqFinancial0.74%₹11.26 Cr
Hdb Financial Services Limited EqFinancial0.69%₹10.97 Cr
Hdb Financial Services Limited EqFinancial0.69%₹10.97 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.67%₹10.36 Cr
Pb Fintech LtdFinancial0.59%₹9.49 Cr
Pb Fintech LtdFinancial0.59%₹9.49 Cr
Bse LtdFinancial0.49%₹7.89 Cr
Bse LtdFinancial0.49%₹7.89 Cr
Bse LtdFinancial0.43%₹6.50 Cr
Bse LtdFinancial0.43%₹6.50 Cr
Prudent Corporate Advisory Services LtdFinancial0.38%₹5.95 Cr
Prudent Corporate Advisory Services LtdFinancial0.35%₹5.25 Cr
Prudent Corporate Advisory Services LtdFinancial0.35%₹5.25 Cr
Prudent Corporate Advisory Services LtdFinancial0.33%₹5.21 Cr
Prudent Corporate Advisory Services LtdFinancial0.33%₹5.21 Cr
Others EmmUnspecified0.32%₹4.93 Cr
Cash/net Current AssetsUnspecified0.12%₹1.78 Cr
Cash/net Current AssetsUnspecified0.12%₹1.78 Cr
Net PayablesUnspecified-0.06%₹-0.96 Cr
Net PayablesUnspecified-0.08%₹-1.29 Cr
Net PayablesUnspecified-0.08%₹-1.29 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Banking And Financial Services Direct Plan-growth increase ₹156.99 16.82% 18.63% -
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth increase ₹72.63 17.61% 18.31% -
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth increase ₹64.55 16.51% 17.18% -
Taurus Banking & Financial Services Fund Direct-growth increase ₹62.30 13.72% 15.36% -
Aditya Birla Sun Life Nifty Bank Etf-growth increase ₹60.18 12.29% 15.26% -
Taurus Banking & Financial Services Fund Regular-growth increase ₹55.59 12.85% 14.46% -
View More
increase 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 Thu Jul 31, 2025, Sundaram Financial Services Opportunities Fund Direct-growth manages assets worth ₹1,547.9 crore

How has Sundaram Financial Services Opportunities Fund Direct-growth performed recently?

  • 3 Months: -2.63%
  • 6 Months: 10.41%

What is the long-term performance of Sundaram Financial Services Opportunities Fund Direct-growth?

  • 3 Years CAGR: 20.55%
  • 5 Years CAGR: 22.95%
  • Since Inception: 14.11%

What is the portfolio composition of Sundaram Financial Services Opportunities Fund Direct-growth?

Equity: 95.66%, Debt: 0.91%, Others: 3.43%.

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: 69.54%, Mid Cap: 8.72%, Small Cap: 21.74%.

Which are the top companies Sundaram Financial Services Opportunities Fund Direct-growth has invested in?

  • 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
  • HDFC Bank Ltd – 19.42% of the fund's portfolio
  • HDFC Bank Ltd – 19.42% of the fund's portfolio

Which are the major sectors Sundaram Financial Services Opportunities Fund Direct-growth focuses on?

  • Financial – 476.54% of the fund's portfolio
  • Unspecified – 23.46% of the fund's portfolio
View more FAQ's

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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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