Sundaram Financial Services Opportunities Fund - G

NAV ₹109.188 ↑ 0.23 (0.21 %) as on 4 Sep 26

📑 Table of contents

Scheme Objective
NAV Price Chart
Returns
- Historical Returns
- Compounded Returns
Growth Of 10k Over Years
Holdings / Portfolio
All Plan & Options
Fund Manager Information
Custodians
Registrar & Transfer Agent (RTA)
Administrator Companies
Auditors

Scheme Objective

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 CAGR return of 14% since its launch. Ranked 23 in Sectoral category. Return for 2025 was 16.9% , 2024 was 7.1% and 2023 was 31.1% .

Below is the key information for Sundaram Financial Services Opportunities Fund

NAV as on 4 Sep 26	₹109.188 ↑ 0.23 (0.21 %)
Net Assets (AUM) as on 31 Jul 2026	₹1,679 Cr.
Launch Date	10 Jun 2008
Category	Equity - Sectoral
Rating	☆☆☆
Type	Open Ended Fund
Risk	High
AMC	Sundaram Asset Management Company Ltd

Alpha Ratio	4.59
Expense Ratio	2.12 %
Sharpe Ratio	0.078
Information Ratio	0.28
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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26

Duration	Returns
1 Month	-0.2%
3 Month	7.4%
6 Month	2.7%
1 Year	11.3%
3 Year	12.7%
5 Year	12.8%
10 Year
15 Year
Since launch	14%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.9%
2023	7.1%
2022	31.1%
2021	16.8%
2020	15.3%
2019	2.7%
2018	26.4%
2017	-3.7%
2016	33.3%

Growth of 10k Over Years

Date	Value

Asset Allocation

Asset Class	Value

Sector Allocation

Sector	Value

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity

0 of 0

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All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 Year
Sundaram Financial Services Opportunities Fund Normal Dividend, Reinvestment	₹29.262 ↑ 0.06	2.02 %	10.08 %	11.92 %	12.18 %
Sundaram Financial Services Opportunities Fund Normal Dividend, Payout	₹29.262 ↑ 0.06	2.02 %	10.08 %	11.92 %	12.18 %
Sundaram Financial Services Opportunities Fund Growth	₹109.188 ↑ 0.23	2.65 %	11.26 %	12.71 %	12.77 %
Data as on 4 Sep 26

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.

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