Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
- Equity
- Banking & Financial
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 95.37%Others: 4.63%
Market Cap
Large Cap: 58.07%Small Cap: 24.96%Others: 7.31%Mid Cap: 5.04%
Number of stocks
29
Top 10 Holdings
67.96% of portfolio
Market Cap of Equity
Large Cap
58.07%
Small Cap
24.96%
Others
7.31%
Mid Cap
5.04%
Companies Allocation of Equity
HDFC Bank Ltd15.84%
ICICI Bank Ltd11.87%
Axis Bank Ltd9.83%
State Bank of India6.83%
Bajaj Finserv Ltd4.61%
DCB Bank Ltd4.44%
Shriram Finance Ltd4.08%
Bank of Baroda3.80%
PNB Housing Finance Ltd3.49%
Cholamandalam Financial Holdings Ltd3.18%
Sector Allocation of Equity
Financial Services93.86%
Technology1.51%
SIP Amount
Monthly SIP Date
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.