August 13, 2025
RA Jainee
Sundaram Financial Services Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 113.1223
NAV IDCW: Rs 35.6509
Suitable For Which Investors?
This is a fund that invests mainly in shares of banks and financial services companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Fund Manager:
1) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Sundaram Financial Services Opportunities Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.06% |
| Benchmark | NIFTY Financial Services TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,548 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.78% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 78.20% |
Trailing Returns (%) of Sundaram Financial Services Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Financial Services Opportunities Dir | 7.37 | -0.63 | -4.99 | -2.17 | 10.23 | 5.71 | 19.32 | 23.99 | 15.01 | 14.58 |
| BSE Bankex TRI | 7.12 | -0.65 | -3.42 | -2.03 | 10.09 | 7.30 | 12.02 | 20.32 | 10.49 | 12.12 |
| Equity: Sectoral-Banking | 9.41 | -0.60 | -3.02 | 1.51 | 13.82 | 11.31 | 16.70 | 22.24 | 12.61 | 13.76 |
| Rank within category | 30 | 20 | 34 | 35 | 33 | 29 | 4 | 2 | 2 | 3 |
| Number of funds in category | 33 | 39 | 37 | 37 | 34 | 30 | 18 | 12 | 11 | 10 |
Peer Comparison of Sundaram Financial Services Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Financial Services Opportunities Dir | 4 star | 5.71 | 19.32 | 23.99 | 0.78 | 1,548 | 14.06 | 0.50 (30) | 12Y 7M | 78.20 |
| SBI Banking & Financial Services Dir | 4 star | 15.49 | 19.54 | 23.24 | 0.77 | 8,450 | 15.93 | 0.50 (30) | 10Y 5M | 119.00 |
| Nippon India Banking & Financial Srvices Dir | 5 star | 10.71 | 18.82 | 26.41 | 0.99 | 7,222 | 14.41 | 1.00 (30) | 12Y 7M | 24.00 |
| HDFC Banking & Financial Services Dir | 4 star | 10.83 | 17.47 | — | 0.77 | 4,187 | 14.80 | 1.00 (30) | 4Y 1M | 17.47 |
| Invesco India Financial Services Dir | 4 star | 13.60 | 21.98 | 23.99 | 0.83 | 1,433 | 16.24 | 1.00 (365) | 12Y 7M | 20.00 |
Portfolio Analysis of Sundaram Financial Services Opportunities Fund
| No. of Stocks | 24 |
| Top 10 Stocks | 71.22% |
| Top 5 Stocks | 51.27% |
| Top 3 Sectors | 95.04% |
| Portfolio P/B Ratio | 1.83 |
| Portfolio P/E Ratio | 14.55 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,92,334 | 3,73,287 |
| Giant (%) | 55.52 | 66.39 |
| Large (%) | 16.24 | 18.64 |
| Mid (%) | 13.04 | 16.19 |
| Small (%) | 15.20 | 5.39 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Sundaram Financial Services Opportunities Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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