Item: Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Rating: 5
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

118.844 (0.344%)

NAV on June 25, 2025

Category Equity:
Sector - Financial Services

Investment StyleBox

Large Growth

Total Assets 1,548 cr

Turnover Ratio 70.91%

Expense Ratio 0.78%

Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days

Returns

1M: 2.03%
1Y: 8.26%
3M: 10.49%
3Y: 27.62%
6M: 12.10%
5Y: 26.26%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Rohit Seksaria (Since over 7 years)

ISIN INF903J01NB8

Fund Family Sundaram

P/E Ratio 14.31

P/B Ratio 1.84

Launch Date January 01, 2013

Benchmark Nifty Financial Services TR INR

RISK MEASURES (3 yrs)

vs Nifty Financial Services TR INR

Alpha 6.28

Beta 0.93

R-Squared 86.04

Info Ratio 1.18

Tracking Err 5.57

Sortino 2.461

Sharpe 1.145

Std Dev 14.662

Risk Above Average

SECTOR WEIGHTINGS (%)

Financial 100.0%

Industrial 0.0%

Technology 0.0%

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%

Top Rated
Top Performing

Top Sector Financial Services Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Financial Services Fund Direct Plan Growth	165.990	16.49%	1,372 cr	0.87%	Above Average
Tata Banking & Financial Services Fund Direct Growth	51.005	16.31%	2,797 cr	0.47%	Average
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option	118.844	8.26%	1,548 cr	0.78%	Above Average