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Sundaram Financial Services Opportunities Fund Regular Plan Growth

Sundaram Financial Services Opportunities Fund Regular Plan Growth

Very High Risk
Equity
Sector - Financial Services
▲ 9.64%3Y Annualized
+0.41%1D Returns

NAV (13 Oct ’26)

₹105.64

Min SIP Amount

₹100.00

Fund Size (AUM)

₹1,614.20 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Sundaram Financial Services Opportunities Fund Regular Plan Growth

Sundaram Financial Services Opportunities Fund Regular Plan Growth is a Sector - Financial Services mutual fund scheme from Sundaram Asset Management Company Ltd. The fund was launched on 10 June 2008 and is managed by Shalav Saket and Rohit Seksaria. As of 13 October 2026, the fund has an AUM of ₹1,614.20 Cr and its latest NAV is ₹105.64. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹100.

The fund primarily invests in Financial Services and Technology and its top holdings include ICICI Bank Ltd, Axis Bank Ltd, HDFC Bank Ltd, State Bank of India, and Kotak Mahindra Bank Ltd. The fund has delivered 1.3% returns over the last 1 year, 9.6% annualised returns over 3 years, 11.0% annualised returns over 5 years, and 13.6% annualised returns since inception.

Sundaram Financial Services Opportunities Fund Regular Plan Growth may be suitable for investors looking for Sector - Financial Services and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
ICICI Bank LtdFinancial Services₹179.36 Cr11.11%
Axis Bank LtdFinancial Services₹163.21 Cr10.11%
HDFC Bank LtdFinancial Services₹135.66 Cr8.40%
State Bank of IndiaFinancial Services₹127.40 Cr7.89%
Kotak Mahindra Bank LtdFinancial Services₹94.82 Cr5.87%
Bajaj Finserv LtdFinancial Services₹76.32 Cr4.73%
DCB Bank LtdFinancial Services₹73.24 Cr4.54%
PNB Housing Finance LtdFinancial Services₹70.71 Cr4.38%
Shriram Finance LtdFinancial Services₹66.09 Cr4.09%
Bank of BarodaFinancial Services₹61.90 Cr3.83%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns+2.75%+9.64%+14.22%+11.01%
Category average (Sector - Financial Services)+2.90%+9.84%+12.33%+9.89%
Rank (Sector - Financial Services)111662323
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Fund Management

SS

Shalav Saket

Experience: 0.59 Years

RS

Rohit Seksaria

Experience: 8.76 Years

Minimum SIP Amount, Expense Ratio & Exit Load

SIP Icon

Minimum SIP Amount

₹100.00

Expense Ratio Icon

Expense Ratio

2.19%

Inclusive of GST

Exit Load Icon

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Exit load of 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment, if redeemed within 15 days

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Sundaram Financial Services Opportunities Fund Regular Plan Growth FAQ's

What are the returns of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

Sundaram Financial Services Opportunities Fund Regular Plan Growth has generated 1.3% returns over 1 year, 9.6% over 3 years and 11.0% over 5 years as of 13 October 2026.

What is today's NAV of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

Currently, the Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund Regular Plan Growth is ₹105.64, as of 13 October 2026.

What are the ways to invest in Sundaram Financial Services Opportunities Fund Regular Plan Growth?

You can invest in Sundaram Financial Services Opportunities Fund Regular Plan Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth?

The minimum SIP amount for Sundaram Financial Services Opportunities Fund Regular Plan Growth is ₹500 per instalment.

What is the expense ratio of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

The expense ratio of Sundaram Financial Services Opportunities Fund Regular Plan Growth is 2.19%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹110.

What is the risk level of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

As per the fund factsheet published by the fund house, Sundaram Financial Services Opportunities Fund Regular Plan Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

As an equity fund, the portfolio is mainly stock exposure. The top holdings of Sundaram Financial Services Opportunities Fund Regular Plan Growth include ICICI Bank Ltd, Axis Bank Ltd, HDFC Bank Ltd, State Bank of India and Kotak Mahindra Bank Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Sundaram Financial Services Opportunities Fund Regular Plan Growth?

Sundaram Financial Services Opportunities Fund Regular Plan Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Sundaram Financial Services Opportunities Fund Regular Plan Growth?

You can redeem your investment in Sundaram Financial Services Opportunities Fund Regular Plan Growth on any business day. The exit load is 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

Who is the fund manager of Sundaram Financial Services Opportunities Fund Regular Plan Growth?

Sundaram Financial Services Opportunities Fund Regular Plan Growth is managed by Shalav Saket and Rohit Seksaria. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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