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7710
18076
Sundaram Fin Serv Opportunities (G)
13.71
9.38
13.83
3.29
-0.09
3.00
-0.16
14.14
7
1.91
13.83
Sundaram Fin Serv Opportunities (G)
2.05
15.44
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    110.56

    06 Aug 2026

  • 0.79%

     1 Day

  • 13.71%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 2.14%

    Expense Ratio

  • 4

     Rating

  • 1,681 Cr

    Fund Size

  • 18 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 06 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 9.38%
  • 13.71%
  • 13.83%
  • 14.14

Scheme Allocation

By Holding By Sector By Asset
14.78%
11.58%
9.74%
6.13%
4.79%
52.98%
View All

Advance Ratio

  • 3.01Alpha
  • 4.83SD
  • 1.00Beta
  • 0.55Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

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.

Fund Managers

Rohit Seksaria

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com

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