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Sundaram Financial Services Opportunities Fund

NAV : 105.182 as of 06 March, 2026

Overview

₹ 1,675.68 Cr

Fund size

₹ 100

Min SIP

₹ 100

Lumpsum

17 April 2008

Launch date

Growth

Fund plan

Regular

Scheme type

4

Rating by Value Research

Return Calculator

5,000

Over the past

Total Investment of ₹3,00,000
Monthly SIP of 5,000 would have become 4,33,849 in 5 years with a gain of 1,33,849 (+30.85%)

Disclaimer: Past performance is not an indicator of future returns

Top Holdings

Equity Holding(s) Distribution

Other Scheme Info

Expense Ratio

Inclusive of GST

2.09%
Stamp Duty

0.005%
Exit Load

Exit load of 0.5% if redeemed within 30 days

0
View Scheme Document
Sundaram Financial Services Opportunities Fund
Vs
Motilal Oswal BSE Financials ex Bank 30 Index Fund
Sundaram Financial Services Opportunities Fund
Vs
Invesco India Financial Services Fund

Sundaram Financial Services Opportunities Fund Managers

List of Sundaram Mutual Fund's top performing schemes

Fund House

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Sundaram Mutual Fund

Total AUM: 76948.12Cr

Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs). Sundaram Asset Management Company manages total assets under management (AUM) amounting to approximately Rs. 76,948.11 crores as of November 2025.
Learn more about Sundaram Mutual Fund

Kotak Neo: AMFI-registered Mutual Fund Distributor

FAQ for Sundaram Financial Services Opportunities Fund