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Sundaram Financial Services Opportunities Fund Regular Plan - Growth
- Equity
- Banking & Financial
- Very High
-
₹105.98
(0.37%)
Current NAV 04-07-2025
-
6.05%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
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Returns (NAV as on 04-Jul-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -1.03% | -0.77% | -0.41% |
| 1M | 2.55% | 3.17% | 3.75% |
| 3M | 10.93% | 11.35% | 9.8% |
| 6M | 10.5% | 10.58% | 6.61% |
| 1Y | 6.05% | 9.39% | 5.85% |
| 2Y | 19.28% | 18.38% | 16.05% |
| 3Y | 25.47% | 23.27% | 18.59% |
| 5Y | 23.95% | 22.49% | 20.52% |
| ALL | 14.83% | 10.72% | 14% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 14.66% | 1.05% | 0.91% | 7.03% |
| Category | 15.23% | 0.49% | 0.49% | 0.49% |
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Comparison Of Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Compare your fund with the top category schemes.
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.47% (p.a.)
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.08% (p.a.)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.47% (p.a.)
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0% (p.a.)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.47% (p.a.)
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns23.26% (p.a.)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.47% (p.a.)
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns24.82% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2025)
An insight into your portfolio composition.
Equity93.70%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 94%
0%
Top 5 Companies of Equity
HDFC Bank Ltd 19%
ICICI Bank Ltd 13%
Axis Bank Ltd 10%
State Bank of India 5%
PNB Housing Finance Ltd 5%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From Sundaram Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | 4.54% | 16.73% | 7.92% | 15.04% | 26.81% | |
| Sundaram Global Brand Theme - Equity Active FOF Regular Growth | 4.72% | 14.1% | 7.94% | 13.33% | 13.53% | |
| Sundaram Business Cycle Fund - Regular (G) | 3.26% | 12.46% | 1.34% | 10.72% | 0% | |
| Sundaram Multi Asset Allocation Fund-Reg (G) | 1.93% | 8.77% | 8.78% | 9.89% | 0% | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | 0.24% | 2.29% | 5.2% | 9.47% | 6.03% | |
| Sundaram Banking and PSU Fund - Regular Plan - Growth | 0.24% | 2.27% | 5.11% | 9.35% | 5.65% | |
| Sundaram Short Duration Fund Regular Growth | 0.33% | 2.29% | 4.9% | 9.17% | 7.25% | |
| Sundaram Equity Savings Fund (G) | 1.21% | 5.49% | 3.93% | 7.69% | 13.88% | |
| SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | 0.06% | 1.88% | 4.34% | 7.61% | 4.12% |
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Financial Services Opportunities Fund Regular Plan - Growth?
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 - Growth as of 04-07-2025 is 105.9835.
What is the benchmark of Sundaram Financial Services Opportunities Fund Regular Plan - Growth?
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 - Growth 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 - Growth?
The fund's top 5 sectors holdings are Financial Services,
How can I redeem my investments in Sundaram Financial Services Opportunities Fund Regular Plan - Growth?
Redeeming your investments in Sundaram Financial Services Opportunities Fund Regular Plan - Growth 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 - Growth?
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 - Growth?
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 - Growth is Rs 1547.94 Crs. Crs.
Should I invest in Sundaram Financial Services Opportunities Fund Regular Plan - Growth?
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 - Growths?
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.
