
S
Sundaram Financial Services Opportunities Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 05 Mar 2026
121.9456
1 Day NAV Change (₹)
0.92495
Morningstar
4
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 45.99 L
15.90%
Total Investment
₹ 30,00,000
Returns
₹ 15,99,428 (53.31%)
Maturity Value
₹ 45,99,428
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹1,675.68 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 128.4883
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 1,675.68
Expense Ratio
0.76%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 100.5918
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty Financial Services TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 0.5% if redeemed within 30 days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Rohit Seksaria
Qualification
CS, CA & has done MBA from IIM Ahmedabad
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Financial Services Opportunities Fund launched?
What is the current NAV of Sundaram Financial Services Opportunities Fund?
What is the AUM of Sundaram Financial Services Opportunities Fund?
What is the rate of return of Sundaram Financial Services Opportunities Fund?
- In the past 1Y: 20.54%
- In the past 3Y: 19.85%
- In the past 5Y: 15.90%
What is the expense ratio of Sundaram Financial Services Opportunities Fund?
What is exit load of Sundaram Financial Services Opportunities Fund?
What is the portfolio of Sundaram Financial Services Opportunities Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Sundaram Financial Services Opportunities Fund?
Who is the fund manager Sundaram Financial Services Opportunities Fund?
What is the minimum investment required in Sundaram Financial Services Opportunities Fund?
How to invest in Sundaram Financial Services Opportunities Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



