Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Add To Compare

127.444 (-0.017%)
NAV on February 11, 2026
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 1,676 cr
Turnover Ratio 82.57%
Expense Ratio 0.76%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 1.46%
  • 1Y: 24.12%
  • 3M: 4.99%
  • 3Y: 21.55%
  • 6M: 11.95%
  • 5Y: 16.77%
Min Investment 100
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since about 8 years)
ISIN INF903J01NB8
Fund Family Sundaram
P/E Ratio 14.98
P/B Ratio 1.85
Launch Date January 01, 2013
Benchmark Nifty Financial Services TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Financial Services TR INR

Alpha 5.56
Beta 0.96
R-Squared 77.04
Info Ratio 0.98
Tracking Err 5.98
Sortino 2.219
Sharpe 1.136
Std Dev 12.452
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 98.39%
Industrial 0.0%
Technology 1.61%
Basic Materials 0.0%
Consumer Cyclical 0.0%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 0.00%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 0.00%
INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Sbi
SBI Banking & Financial Services Direct Growth
52.575 29.39% 10,415 cr 0.73% Low
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
178.910 27.93% 1,628 cr 0.79% Above Average
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
127.444 24.12% 1,676 cr 0.76% Above Average


Other plans of Sundaram Fin Services Opp


Other Equity funds by Sundaram

Data Partner
Click here to visit AMC website and
read all scheme related documents Sundaram Fund