Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
- Equity
- Banking & Financial
- Status: Open
Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 97.45%Others: 2.25%
Market Cap
Large Cap: 63.25%Small Cap: 22.49%Mid Cap: 11.71%
Number of stocks
29
Top 10 Holdings
143.58% of portfolio
Market Cap of Equity
Large Cap
63.2500%
Small Cap
22.4900%
Mid Cap
11.7100%
Companies Allocation of Equity
HDFC BANK LIMITED EQ NEW FV RE. 1/-37.18%
ICICI BANK LIMITED EQ NEW FV RS. 2/-22.90%
AXIS BANK LIMITED EQ NE FV RS. 2/-19.46%
STATE BANK OF INDIA EQ NEW RE. 1/-11.88%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-9.76%
Shriram Finance Limited9.22%
CSB BANK LIMITED EQ8.88%
DCB BANK LIMITED EQ8.80%
BANK OF BARODA EQ NEW FV RS. 2/-7.88%
PNB HOUSING FINANCE LTD EQ7.62%
Sector Allocation of Equity
Banks68.65%
Finance23.44%
Insurance1.96%
Capital Markets2.61%
Financial Technology (Fintech)0.79%
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.