Mutual Fund Details
NAV
₹114.5105
as on 30 Apr 2025, 11:33 PM
₹-1.0175(0.88%)
Last Change
Scheme Ratings
2
Banking
5Y Returns
5
rated by Value Research
Banking
Rankings based on 5Y Returns | as on 18 Nov 2024
×
1
Invesco India Financial Services Fund Direct-Growth
25.00%
2
Sundaram Financial Services Opportunities Fund Direct-Growth
26.40%
3
Nippon India Banking & Financial Services Fund Direct-Growth
29.27%
4
SBI Banking & Financial Services Fund Direct-Growth
24.40%
5
Tata Banking and Financial Services Fund Direct-Growth
23.60%
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Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,78,796
₹1,86,638
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹86,638
Profit (absolute return)
86.64%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
9.87%
In the last 6 months
4.56%
In the last 1 year
11.00%
In the last 3 years
86.64%
In the last 5 years
212.95%
In the last 10 years
296.43%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at very high risk
Scheme Information
Sundaram Financial Services Opportunities Fund Direct-Growth
as of 31 Mar 2025, 05:30 AM
₹1,415.22 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 0.5% if redeemed within 30 days
0.85%
Expense Ratio
Plan
Growth
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
Exit load of 0.5% if redeemed within 30 days
Scheme Document
Sectors Holding in this Mutual Fund
as on 31 Mar 2025
Financial
92.78%
₹1,313.00 Cr
Cash Holding
3.24%
₹45.92 Cr
Insurance
2.54%
₹35.89 Cr
Others
1.44%
₹20.38 Cr
Companies Holding in this Mutual Fund
as on 31 Mar 2025
HDFC Bank Ltd.
17.24%
₹243.98 Cr
ICICI Bank Ltd.
11.11%
₹157.23 Cr
Axis Bank Ltd.
9.23%
₹130.63 Cr
State Bank of India
5.91%
₹83.64 Cr
Cholamandalam Financial Holdings Ltd.
4.62%
₹65.38 Cr
Others
51.89%
₹734.36 Cr
View All
View All
This fund's returns:
23.08%Return Duration
3 Years
Invesco India Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
14.91%
23.08%
3Y Returns
22.27
Tata Banking and Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
14.91%
23.08%
3Y Returns
22.11
Nippon India Banking & Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
14.91%
23.08%
3Y Returns
20.67
About Sundaram Financial Services Opportunities Fund Direct-Growth
Sundaram Financial Services Opportunities Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹1,415.22 Crores and the latest NAV decalared is ₹114.511 as on 01 May 2025 at 9:53 am.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 11.00%, in last 3 years is 86.64% and 432.07% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,415.22 Cr |
| Category: | Equity: Sectoral-Banking |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹64,175.83 Cr
AUM
102
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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