
Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.  Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund launched on 10 Jun 08. It is a fund with High risk and has given a  Below is the key information for Sundaram Financial Services Opportunities Fund  Returns up to 1 year are on   Historical performance (Yearly) on absolute basis  Sundaram Financial Services Opportunities Fund - G
Scheme Objective
CAGR return of 14.6% since its launch.  Ranked 23 in Sectoral category.   Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . NAV as on 29 Oct 25 ₹107.528 ↑ 0.25  (0.23 %) Net Assets (AUM) as on 31 Aug 2025  ₹1,460 Cr.  Launch Date 10 Jun 2008 Category Equity - Sectoral Rating ☆☆☆ Type Open Ended Fund Risk High AMC Sundaram Asset Management Company Ltd Alpha Ratio -11.54   Expense Ratio 2.12 %  Sharpe Ratio -0.549   Information Ratio 0.5   Benchmark Not Available Min Investment  ₹100,000  Min SIP Investment  ₹100  Exit Load  0-12 Months (1%),12 Months and above(NIL)  NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month  7.7%  3 Month  4.1%  6 Month  4.7%  1 Year  8.9%  3 Year  18.9%  5 Year  22.6%  10 Year    15 Year    Since launch  14.6%  Historical Annual Returns
Year Returns 2024  7.1%  2023  31.1%  2022  16.8%  2021  15.3%  2020  2.7%  2019  26.4%  2018  -3.7%  2017  33.3%  2016  12.8%  Growth of 10k Over Years
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,871 30 Sep 22 ₹16,868 30 Sep 23 ₹21,846 30 Sep 24 ₹28,462 30 Sep 25 ₹27,965 Asset Allocation
Asset Class Value Cash 5.21% Equity 94.6% Debt 0.18% Other 0% Sector Allocation
Sector Value Financial Services 94.6% Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity  HDFC Bank Ltd (Financial Services) 
Equity, Since 31 Dec 08 | HDFCBANKBanks - Regional 19% ₹294 Cr 3,090,480 
 ↑ 39,074  ICICI Bank Ltd (Financial Services) 
Equity, Since 30 Jun 10 | ICICIBANKBanks - Regional 12% ₹181 Cr 1,339,673  Axis Bank Ltd (Financial Services) 
Equity, Since 28 Feb 10 | 532215Banks - Regional 10% ₹150 Cr 1,329,343  State Bank of India (Financial Services) 
Equity, Since 31 Dec 08 | SBINBanks - Regional 6% ₹88 Cr 1,003,469  Bajaj Finserv Ltd (Financial Services) 
Equity, Since 31 Mar 25 | 532978Financial Conglomerates 5% ₹69 Cr 341,499  Shriram Finance Ltd (Financial Services) 
Equity, Since 30 Sep 23 | SHRIRAMFINCredit Services 4% ₹67 Cr 1,085,825  CSB Bank Ltd Ordinary Shares (Financial Services) 
Equity, Since 30 Jun 20 | CSBBANKBanks - Regional 4% ₹61 Cr 1,644,042  PNB Housing Finance Ltd (Financial Services) 
Equity, Since 31 Jul 24 | PNBHOUSINGMortgage Finance 4% ₹59 Cr 682,976  Bank of Baroda (Financial Services) 
Equity, Since 29 Feb 24 | 532134Banks - Regional 4% ₹57 Cr 2,208,626  Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) 
Equity, Since 31 May 24 | UJJIVANSFBBanks - Regional 4% ₹54 Cr 11,708,687 
Talk to our investment specialistFund Managers
Name Since Tenure Rohit Seksaria 30 Dec 17 7.76 Yr. Custodians
Company Address HDFC Bank Ltd HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), HSBC Ltd II Floor "Shiv",,Plot No 139-140 B,,Western Express Highway, Sahar Road Junction,,Vile Parle (E), Standard Chartered Bank Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA Registrar & Transfer Agent
KFin Technologies Ltd Address 138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat FAX N.A Email N.A Administrator Companies
Company Address Sundaram Mutual Fund Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014 Auditors
Company Address M/s. Sundaram & Srinivasan 23 C P Ramaswamy Road,,Alwarpet, All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year  Sundaram Financial Services Opportunities Fund 
 Normal Dividend, Reinvestment ₹33.335  
 ↑ 0.08 4.72 % 8.9 % 18.33 % 22.13 %  Sundaram Financial Services Opportunities Fund 
 Normal Dividend, Payout ₹33.335  
 ↑ 0.08 4.72 % 8.9 % 18.33 % 22.13 %  Sundaram Financial Services Opportunities Fund 
 Growth ₹107.528  
 ↑ 0.25 4.72 % 8.9 % 18.94 % 22.63 % Data as on 29 Oct 25