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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

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119.443 (0.318%)
NAV on July 14, 2025
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 1,605 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: 1.70%
  • 1Y: 7.98%
  • 3M: 11.35%
  • 3Y: 26.52%
  • 6M: 16.51%
  • 5Y: 26.11%
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 14.80
P/B Ratio 1.94
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 6.66
Beta 0.92
R-Squared 84.73
Info Ratio 1.22
Tracking Err 5.57
Sortino 3.407
Sharpe 1.416
Std Dev 13.936
Risk 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%
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
Tata
Tata Banking & Financial Services Fund Direct Growth
51.338 16.57% 2,958 cr 0.46% Above Average
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
165.790 14.03% 1,456 cr 0.87% Above Average
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
119.443 7.98% 1,605 cr 0.78% Average


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