Sundaram Financial Services Opportunities Fund Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.63%
NAV: ₹34.47 as on Wed Mar 11, 2026
Fund NAV

Fund Overview of Sundaram Financial Services Opportunities Fund Direct-idcw

  • ₹1,547.9 Cr
    AUM
  • ₹34.47
    NAV
  • 0.79%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Mar 11, 2026
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Returns of Sundaram Financial Services Opportunities Fund Direct-idcw

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%
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As on Wed Mar 11, 2026

Dividend of Sundaram Financial Services Opportunities Fund Direct-idcw : 25.61%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

Asset Allocation

equities

95.32%

debt instruments

0.81%

other assets or cash equivalents

3.87%
Large Cap: 64.88%
Mid Cap: 12.36%
Small Cap: 22.76%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
18.83%
Hdfc Bank Ltd
18.59%
Hdfc Bank Ltd
19.89%
Hdfc Bank Ltd
19.20%
Hdfc Bank Ltd
19.20%
 
Top Sectors
Financial
858.19%
Unspecified
38.79%
Industrials
3.02%
Detailed Portfolio Analysis
As on Wed Mar 11, 2026
Invest Now

About Fund

About Sundaram Financial Services Opportunities Fund Direct-idcw

Sundaram Financial Services Opportunities Fund Direct-idcw 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 95.32% in equities, 0.81% in debt instruments, 3.87% 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%.
The latest dividend was declared on 19 Dec 2025 at 25.61% of face value.
While evaluating financial products long-term planners often look at best sip plan based on investment horizon.

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-idcw

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

Fund Details

Fund Names Sundaram Financial Services Opportunities Fund Direct-idcw
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

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 -7.84% -6.03% 16.50% 16.74% 12.32%
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 -7.90% -6.26% 15.42% 15.65% 11.24%
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 -7.12% -5.62% 12.46% 12.95% 10.17%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 -8.27% -5.93% 17.18% 11.96% 9.77%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 -7.15% -5.78% 11.56% 12.08% 9.33%
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 -8.17% -4.58% 3.11% 14.95% 17.34%
Sundaram Financial Services Opportunities Fund Direct-growth increase ₹1,548 -8.07% -4.27% 3.79% 16.47% 18.93%
Sundaram Financial Services Opportunities Fund Regular-idcw increase ₹1,548 -8.17% -4.58% 3.11% 14.95% 17.34%
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
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 ₹59.89 15.65% 11.24% 14.53%
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 ₹67.58 16.74% 12.32% 15.70%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 ₹56.91 11.96% 9.77% -
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 ₹58.22 12.95% 10.17% 14.96%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 ₹51.83 12.08% 9.33% 13.97%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial18.83%₹313.79 Cr
Hdfc Bank LtdFinancial18.59%₹308.69 Cr
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
Hdfc Bank LtdFinancial17.27%₹289.39 Cr
Hdfc Bank LtdFinancial16.41%₹276.47 Cr
Icici Bank LtdFinancial12.82%₹198.46 Cr
Icici Bank LtdFinancial11.80%₹196.66 Cr
Icici Bank LtdFinancial11.59%₹195.26 Cr
Icici Bank LtdFinancial11.45%₹191.87 Cr
Icici Bank LtdFinancial11.45%₹190.16 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 LtdFinancial10.00%₹168.50 Cr
Axis Bank LtdFinancial9.96%₹166.85 Cr
Axis Bank LtdFinancial9.97%₹166.10 Cr
Axis Bank LtdFinancial9.73%₹161.54 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 IndiaFinancial7.16%₹120.59 Cr
State Bank Of IndiaFinancial6.45%₹108.09 Cr
State Bank Of IndiaFinancial5.94%₹98.56 Cr
State Bank Of IndiaFinancial5.90%₹98.24 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
Bajaj Finserv LtdFinancial5.00%₹83.25 Cr
Bajaj Finserv LtdFinancial4.88%₹81.10 Cr
Dcb Bank LtdFinancial4.81%₹80.54 Cr
State Bank Of IndiaFinancial5.16%₹79.93 Cr
Bajaj Finserv LtdFinancial4.70%₹79.25 Cr
Shriram Transport Finance Company LtdFinancial4.68%₹78.43 Cr
Dcb Bank LtdFinancial4.68%₹77.90 Cr
Bajaj Finserv LtdFinancial4.63%₹77.63 Cr
Shriram Transport Finance Company LtdFinancial4.61%₹76.60 Cr
Shriram Transport Finance Company LtdFinancial4.69%₹75.16 Cr
Shriram Transport Finance Company LtdFinancial4.69%₹75.16 Cr
Dcb Bank LtdFinancial4.44%₹74.85 Cr
Csb Bank LtdFinancial4.44%₹73.74 Cr
Shriram Transport Finance Company LtdFinancial4.38%₹73.04 Cr
Dcb Bank LtdFinancial4.40%₹73.03 Cr
Shriram Transport Finance Company LtdFinancial4.31%₹72.60 Cr
Bajaj Finserv LtdFinancial4.45%₹71.32 Cr
Bajaj Finserv LtdFinancial4.45%₹71.32 Cr
Bank Of BarodaFinancial4.22%₹71.11 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
Csb Bank LtdFinancial3.97%₹66.21 Cr
Bank Of BarodaFinancial3.95%₹66.13 Cr
Bank Of BarodaFinancial3.94%₹65.35 Cr
RepoUnspecified4.28%₹64.84 Cr
RepoUnspecified4.28%₹64.84 Cr
Bank Of BarodaFinancial3.84%₹64.01 Cr
Pnb Housing Finance LtdFinancial3.81%₹63.31 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
RepoUnspecified3.58%₹60.25 Cr
Pnb Housing Finance LtdFinancial3.62%₹60.23 Cr
Pnb Housing Finance LtdFinancial3.90%₹58.98 Cr
Pnb Housing Finance LtdFinancial3.90%₹58.98 Cr
Ujjivan Small Finance Bank LtdFinancial3.48%₹57.96 Cr
RepoUnspecified3.74%₹57.94 Cr
Bank Of BarodaFinancial3.77%₹57.10 Cr
Bank Of BarodaFinancial3.77%₹57.10 Cr
Ujjivan Small Finance Bank LtdFinancial3.40%₹56.43 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
Pnb Housing Finance LtdFinancial3.26%₹54.87 Cr
Pnb Housing Finance LtdFinancial3.27%₹54.72 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
RepoUnspecified3.20%₹53.24 Cr
Csb Bank LtdFinancial3.14%₹52.54 Cr
Bank Of BarodaFinancial3.39%₹52.54 Cr
Ujjivan Small Finance Bank LtdFinancial3.10%₹51.98 Cr
Ujjivan Small Finance Bank LtdFinancial3.35%₹51.83 Cr
Csb Bank LtdFinancial2.97%₹50.02 Cr
Equitas Small Finance Bank LtdFinancial2.79%₹46.44 Cr
Equitas Small Finance Bank LtdFinancial2.75%₹45.59 Cr
Ujjivan Small Finance Bank LtdFinancial2.68%₹45.16 Cr
RepoUnspecified2.68%₹44.90 Cr
Rec LtdFinancial2.89%₹44.71 Cr
Cholamandalam Financial Holdings LtdFinancial2.67%₹44.68 Cr
Cholamandalam Financial Holdings LtdFinancial2.62%₹44.13 Cr
Equitas Small Finance Bank LtdFinancial2.60%₹43.51 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
Aavas Financiers LtdFinancial2.47%₹41.56 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
Rec LtdFinancial2.46%₹41.19 Cr
Rec LtdFinancial2.45%₹40.83 Cr
Cholamandalam Financial Holdings LtdFinancial2.46%₹40.80 Cr
Rec LtdFinancial2.43%₹40.37 Cr
Indusind Bank LtdFinancial2.60%₹40.22 Cr
Equitas Small Finance Bank LtdFinancial2.37%₹39.94 Cr
Rec LtdFinancial2.35%₹39.58 Cr
Icici Prudential Life Insurance Company LtdFinancial2.37%₹39.42 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
Cholamandalam Financial Holdings LtdFinancial2.11%₹35.13 Cr
Aavas Financiers LtdFinancial2.03%₹33.95 Cr
Bandhan Bank LtdFinancial2.01%₹33.87 Cr
Icici Prudential Life Insurance Company LtdFinancial1.96%₹32.47 Cr
Kotak Mahindra Bank LtdFinancial1.93%₹32.05 Cr
Kotak Mahindra Bank LtdFinancial1.86%₹30.93 Cr
Kotak Mahindra Bank LtdFinancial1.91%₹30.61 Cr
Kotak Mahindra Bank LtdFinancial1.91%₹30.61 Cr
Kotak Mahindra Bank LtdFinancial1.79%₹30.22 Cr
Kotak Mahindra Bank LtdFinancial1.77%₹29.70 Cr
Kotak Mahindra Bank LtdFinancial1.92%₹29.01 Cr
Kotak Mahindra Bank LtdFinancial1.92%₹29.01 Cr
Bandhan Bank LtdFinancial1.72%₹28.78 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.70%₹28.39 Cr
Power Finance Corporation LtdFinancial1.65%₹27.80 Cr
RepoUnspecified1.60%₹26.54 Cr
One 97 Communications LtdIndustrials1.54%₹25.81 Cr
Kotak Mahindra Bank LtdFinancial1.66%₹25.77 Cr
Power Finance Corporation LtdFinancial1.52%₹25.48 Cr
One 97 Communications LtdIndustrials1.48%₹24.92 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
Power Finance Corporation LtdFinancial1.44%₹23.87 Cr
Indusind Bank LtdFinancial1.57%₹23.71 Cr
Indusind Bank LtdFinancial1.57%₹23.71 Cr
Bandhan Bank LtdFinancial1.42%₹23.69 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
Bandhan Bank LtdFinancial1.38%₹22.97 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.39%₹21.02 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.39%₹21.02 Cr
Pb Fintech LtdFinancial1.25%₹21.01 Cr
Power Finance Corporation LtdFinancial1.25%₹20.88 Cr
Icici Prudential Life Insurance Company LtdFinancial1.23%₹20.67 Cr
Aavas Financiers LtdFinancial1.23%₹20.39 Cr
Bandhan Bank LtdFinancial1.27%₹20.33 Cr
Bandhan Bank LtdFinancial1.27%₹20.33 Cr
Icici Prudential Life Insurance Company LtdFinancial1.20%₹20.11 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
Mahindra & Mahindra Financial Services LtdFinancial1.15%₹19.17 Cr
Creditaccess Grameen LtdFinancial1.13%₹17.44 Cr
Motilal Oswal Financial Services LtdFinancial1.03%₹17.12 Cr
Angel One LtdFinancial1.02%₹15.76 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.92%₹15.44 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.92%₹15.36 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.92%₹15.31 Cr
Sundaram Money Market Fund Direct - GrowthUnspecified0.91%₹15.23 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
Motilal Oswal Financial Services LtdFinancial0.90%₹15.07 Cr
364 Days T-bill Mat 11-sep-2025Financial0.96%₹14.91 Cr
Angel One LtdFinancial0.88%₹14.66 Cr
Motilal Oswal Financial Services LtdFinancial0.86%₹14.50 Cr
Angel One LtdFinancial0.89%₹14.25 Cr
Angel One LtdFinancial0.89%₹14.25 Cr
Angel One LtdFinancial0.82%₹13.78 Cr
Pb Fintech LtdFinancial0.79%₹13.07 Cr
Pb Fintech LtdFinancial0.78%₹13.02 Cr
Indusind Bank LtdFinancial0.77%₹12.93 Cr
Angel One LtdFinancial0.85%₹12.92 Cr
Angel One LtdFinancial0.85%₹12.92 Cr
Angel One LtdFinancial0.77%₹12.71 Cr
Angel One LtdFinancial0.75%₹12.65 Cr
Bandhan Bank LtdFinancial0.84%₹12.64 Cr
Bandhan Bank LtdFinancial0.84%₹12.64 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.75%₹12.47 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.74%₹12.22 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹12.19 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹12.19 Cr
Indusind Bank LtdFinancial0.72%₹12.11 Cr
Pb Fintech LtdFinancial0.71%₹11.85 Cr
Indusind Bank LtdFinancial0.70%₹11.68 Cr
Indusind Bank LtdFinancial0.70%₹11.60 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹11.57 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.76%₹11.57 Cr
Hdb Financial Services Limited EqFinancial0.69%₹11.51 Cr
Hdb Financial Services Limited EqFinancial0.69%₹11.48 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
Hdb Financial Services Limited EqFinancial0.63%₹10.61 Cr
Hdb Financial Services Limited EqFinancial0.63%₹10.58 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.67%₹10.36 Cr
Mahindra & Mahindra Financial Services LtdFinancial0.60%₹10.09 Cr
Mahindra & Mahindra Financial Services LtdFinancial0.60%₹10.06 Cr
Pb Fintech LtdFinancial0.59%₹9.49 Cr
Pb Fintech LtdFinancial0.59%₹9.49 Cr
Bse LtdFinancial0.55%₹9.24 Cr
Cash/net Current AssetsUnspecified0.55%₹9.15 Cr
Bse LtdFinancial0.53%₹8.91 Cr
Bse LtdFinancial0.50%₹8.38 Cr
Bse LtdFinancial0.49%₹7.89 Cr
Bse LtdFinancial0.49%₹7.89 Cr
Uti Asset Management Company LtdFinancial0.46%₹7.72 Cr
Uti Asset Management Company LtdFinancial0.45%₹7.61 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
Others EmmUnspecified0.31%₹5.22 Cr
Prudent Corporate Advisory Services LtdFinancial0.33%₹5.21 Cr
Prudent Corporate Advisory Services LtdFinancial0.33%₹5.21 Cr
Prudent Corporate Advisory Services LtdFinancial0.31%₹5.19 Cr
Prudent Corporate Advisory Services LtdFinancial0.30%₹5.04 Cr
Others EmmUnspecified0.32%₹4.93 Cr
Prudent Corporate Advisory Services LtdFinancial0.29%₹4.88 Cr
Prudent Corporate Advisory Services LtdFinancial0.28%₹4.79 Cr
Cash/net Current AssetsUnspecified0.19%₹3.20 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
Net PayablesUnspecified-0.18%₹-2.96 Cr
Net PayablesUnspecified-0.27%₹-4.46 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth increase ₹67.58 16.74% 12.32% -
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth increase ₹59.89 15.65% 11.24% -
Taurus Banking & Financial Services Fund Direct-growth increase ₹58.22 12.95% 10.17% -
Aditya Birla Sun Life Nifty Bank Etf-growth increase ₹56.91 11.96% 9.77% -
Taurus Banking & Financial Services Fund Regular-growth increase ₹51.83 12.08% 9.33% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Financial Services Opportunities Fund Direct-idcw

What is the current AUM of Sundaram Financial Services Opportunities Fund Direct-idcw?

As of Thu Jul 31, 2025, Sundaram Financial Services Opportunities Fund Direct-idcw manages assets worth ₹1,547.9 crore

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

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

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

  • 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-idcw?

Equity: 95.32%, Debt: 0.81%, Others: 3.87%.

Who manages Sundaram Financial Services Opportunities Fund Direct-idcw?

Sundaram Financial Services Opportunities Fund Direct-idcw is managed by Rohit Seksaria from Sundaram Mutual Fund.

When was the last dividend declared by Sundaram Financial Services Opportunities Fund Direct-idcw?

Latest dividend was declared on 19 Dec 2025 at 25.61% of face value.

What is the market-cap allocation of Sundaram Financial Services Opportunities Fund Direct-idcw?

Large Cap: 64.88%, Mid Cap: 12.36%, Small Cap: 22.76%.

Which are the top companies Sundaram Financial Services Opportunities Fund Direct-idcw 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-idcw focuses on?

  • Financial – 858.19% of the fund's portfolio
  • Unspecified – 38.79% of the fund's portfolio
  • Industrials – 3.02% of the fund's portfolio
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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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