Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
- Equity
- Banking & Financial
- Status: Open
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 94.60%Others: 5.40%
Market Cap
Large Cap: 64.90%Equity: 5.16%Small Cap: 21.16%Mid Cap: 3.38%
Number of stocks
28
Top 10 Holdings
142.61% of portfolio
Market Cap of Equity
Large Cap
64.8971%
Equity
5.1632%
Small Cap
21.1586%
Mid Cap
3.3842%
Companies Allocation of Equity
HDFC Bank Ltd38.83%
ICICI Bank Ltd23.86%
Axis Bank Ltd19.88%
State Bank of India11.57%
Bajaj Finserv Ltd9.05%
Shriram Finance Ltd8.84%
CSB Bank Ltd Ordinary Shares8.07%
PNB Housing Finance Ltd7.79%
Bank of Baroda7.54%
Ujjivan Small Finance Bank Ltd Ordinary Shares7.17%
Sector Allocation of Equity
Financial Services94.60%
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.