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Sundaram FInancial Services Opportunities Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Equity: Sectoral-Banking and Financial Services Open Ended Scheme
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NAV
₹ 29.0339 ₹ 0.1 (0.34 %)
as on 22-06-2026
Asset Size (AUM)
1,590.78 Cr
Launch Date
Jun 10, 2008
Invest in this scheme
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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 10, 2008
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13.27

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.84 %
Expense Ratio
2.08%
Volatility
14.56 %
Fund House
Sundaram Mutual Fund
Fund Manager
Rohit Seksaria, Shalav Saket
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram FInancial Services Opportunities Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram FInancial Services Opportunities Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) 10-06-2008 2.62 4.59 14.01 13.56 13.58
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings