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Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
- Equity
- Banking & Financial
- Very High
-
₹30.69
(-1.3%)
Current NAV 09-05-2025
-
2.44%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
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Returns (NAV as on 09-May-2025)
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| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -2.92% | -2.56% | -0.25% |
| 1M | 5.7% | 5.53% | 7.73% |
| 3M | 4.65% | 5.01% | 3.12% |
| 6M | 1.9% | 1.68% | 0.8% |
| 1Y | 2.44% | 12.83% | 10.19% |
| 2Y | 12.28% | 17.95% | 16.65% |
| 3Y | 13.76% | 19.42% | 15.25% |
| 5Y | 18.17% | 23.62% | 22.67% |
| ALL | 6.85% | 10.72% | 13.87% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 14.39% | 0.66% | 0.94% | 5.78% |
| Category | 15.23% | 0.49% | 0.49% | 0.49% |
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Comparison Of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity95.37% Debt1.04% Others3.59%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 94%
1%
Top 5 Companies of Equity
HDFC Bank Ltd 17%
ICICI Bank Ltd 12%
Axis Bank Ltd 9%
State Bank of India 5%
IndusInd Bank Ltd 4%
Debt Market Cap
Top 5 Sectors of Debt
1%
Top 5 Companies of Debt
364 Days Tbill 2025 1%
Others Market Cap
Top 5 Sectors of Others
4%
Top 5 Companies of Others
Treps 4%
Margin Money For Derivatives 0%
Cash And Other Net Current Assets^ -1%
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) as of 09-05-2025 is 30.6922.
What is the benchmark of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
The fund's top 5 sectors holdings are Financial Services, , ,
How can I redeem my investments in Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Redeeming your investments in Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Rohit Seksaria, Ashish Aggarwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is Rs 1385.95 Crs. Crs.
Should I invest in Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)s?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
