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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Financial Services Opportunities Fund Regular Plan Growth

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previously known as Sundaram BP Fin Services Opp Retl Gr until

101.965 (0.268%)
NAV on June 05, 2026
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 1,613 cr
Turnover Ratio 82.57%
Expense Ratio 2.08%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -2.89%
  • 1Y: -1.54%
  • 3M: -4.86%
  • 3Y: 13.14%
  • 6M: -6.43%
  • 5Y: 12.51%
Min Investment 100
ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since over 8 years) Shalav Saket (Since 3 months)
ISIN INF903J01629
Fund Family Sundaram
P/E Ratio 14.06
P/B Ratio 1.73
Launch Date June 10, 2008
Benchmark Nifty Financial Services TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Financial Services TR INR

Alpha 3.47
Beta 1.00
R-Squared 86.21
Info Ratio 0.59
Tracking Err 6.19
Sortino 0.720
Sharpe 0.485
Std Dev 16.683
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.

View Factsheet
Top Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
167.990 3.35% 1,673 cr 0.69% Average
Sbi
SBI Banking & Financial Services Direct Growth
47.075 2.42% 10,375 cr 1.05% Low
Tata
Tata Banking & Financial Services Fund Direct Growth
48.760 -0.85% 3,043 cr 0.49% Average


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