Sundaram Financial Services Opportunities Fund - IDCW - Suspended Plan

Other Plans and Options

Fund Overview IDCW | Suspended Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) -5.15 -4.66 7.61 17.84 16.29 13.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Financial Services - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Shriram Finance Ltd

  • TREPS

  • IndusInd Bank Ltd

  • Bajaj Finance Ltd

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • PNB Housing Finance Ltd

  • Bank of Baroda

  • Cholamandalam Financial Holdings Ltd

  • Equitas Small Finance Bank Limited

  • DCB Bank Ltd

  • REC Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Power Finance Corporation Ltd

  • Aavas Financiers Ltd

  • Creditaccess Grameen Ltd

  • 364 Days - T Bill - 11/09/2025*

  • Angel One Ltd March 2025

  • Bank of India

  • Prudent Corporate Advisory Services Ltd

  • Angel One Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Finance - NBFC

  • Bank - Public

  • Finance Term Lending

  • Finance - Housing

  • Miscellaneous

  • Finance - Investment

  • Insurance

  • Finance - Others

  • Finance - Stock Broking

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Most Recent Dividend

  • 07/10/2024

  • 23/10/2023

  • 10/11/2022

  • 30/06/2021

  • 13/03/2020

  • 17/09/2019

  • 19/03/2019

  • 11/09/2018

  • 16/03/2018

  • 07/09/2017

  • 12/04/2017

  • 12/08/2016

  • 28/04/2014

  • 21/02/2011

  • Cash

  • Derivatives

  • Equity

  • Sovereign

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About Sundaram Financial Services Opportunities Fund

Scheme Analysis

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral Fund - Banks & Financial Services fund and belongs to Sundaram Mutual Fund. It was launched on 10-Jun-2008 and currently has an AUM of ₹1,325.29 crore. Sundaram Financial Services Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Financial Services - TRI as secondary index.

The NAV of Sundaram Financial Services Opportunities Fund ended down ₹-0.6(-1.75%)yesterday to ₹33.8495.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Financial Services Opportunities Fund is managed by Ashish Aggarwal and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156