Sundaram Financial Services Opportunities Fund Regular Plan - Growth
- Equity
- Banking & Financial
- Status: Open
Historical NAV & Returns
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Sundaram Financial Services Opportunities Fund Regular Plan - Growth
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Fund Overview
₹1,590.29 Cr.
₹100
₹100
INF903J01629
2.08%
No Lock-in
Trailing Returns
View full Return AnalysisAs of June 23, 2026
Risk Analysis
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Suitable for balanced investments and investors with medium risk tolerance.
About This Fund
More InformationSundaram Financial Services Opportunities Fund Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on June 10, 2008, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 1,590.29 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.08% for managing the portfolio.
Investing Strategy:
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.
Performance:
Sundaram Financial Services Opportunities Fund Regular Plan - Growth trailing returns over different times are 2.84% (1 year), 14.61% (3 year) and 14.18% (5 year). The average annual return of this fund stands at -3.3%.
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Sundaram Financial Services Opportunities Fund Regular Plan - Growth
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