7710
18076
Sundaram Fin Serv Opportunities Growth
14.02
0.37
13.88
0.09
-4.06
-7.90
-6.34
13.86
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
1.92
13.88
Sundaram Fin Serv Opportunities (G)
1.92
13.88
1.19
3.5
5 Years
Sundaram Fin Serv Opportunities Growth
-
NAV
102.67
21 May 2026
-
-0.06%
1 Day
-
14.02%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.08%
Expense Ratio -
1,613 Cr
Fund Size -
18 Years
Fund Age
SIP Calculator
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₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
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Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 21 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 0.37%
- 14.02%
- 13.88%
- 13.86
- 3.18Alpha
- 4.56SD
- 0.97Beta
- 0.45Sharpe
- 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- 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,648
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,613
18076
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,378
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 990
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,563
-
- Other
- FoFs Overseas
- AUM - ₹ 162
-
- Equity
- ELSS
- AUM - ₹ 23
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 15.46%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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Liquid Mutual
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Long Duration
Overnight Mutual
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FAQs
Sundaram Fin Serv Opportunities Growth has delivered 13.92% since inception
The NAV of Sundaram Fin Serv Opportunities Growth is ₹103.544 as of 21 May 2026
The expense ratio of Sundaram Fin Serv Opportunities Growth is 2.08 % as of 21 May 2026
The AUM of Sundaram Fin Serv Opportunities Growth 1612.72 CR as of 21 May 2026
The minimum SIP amount of Sundaram Fin Serv Opportunities Growth is 100
The top stock holdings of Sundaram Fin Serv Opportunities Growth are
- HDFC Bank - 14.90%
- ICICI Bank - 11.09%
- Axis Bank - 9.58%
- SBI - 6.65%
- Bajaj Finserv - 4.60%
The top sectors Sundaram Fin Serv Opportunities Growth has invested in are
- - 0%