Sundaram Financial Services Opp Fund
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Growthvine rating: 4/5 — ranked #12 of 84 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹110.03 (as of 2026-08-21) |
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| AUM | ₹1,681 Cr |
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| Expense ratio | 1.79% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 14.29% |
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| Sharpe ratio | 0.43 |
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| Standard deviation | 16.62% |
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| Max drawdown | -43.30% |
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| Alpha | 1.82 |
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| Beta | 1.01 |
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Over 5 years, captured 111.5% of NIFTY Financial Services's upside and 94.7% of its downside.
Market cap allocation
| Large cap | 60.4% |
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| Mid cap | 7.9% |
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| Small cap | 31.8% |
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Concentration
| Top 5 holdings | 43.8% |
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| Top 10 holdings | 65.5% |
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| Total holdings | 28 |
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Top holdings
- ICICI Bank Ltd. — 12.1%
- AXIS Bank Ltd. — 9.4%
- HDFC Bank Ltd. — 8.5%
- State Bank Of India — 8.1%
- Bajaj Finserv Limited — 5.6%
- Kotak Mahindra Bank Ltd. — 5.5%
- DCB Bank Limited — 4.2%
- Shriram Finance Limited — 4.2%
- PNB Housing Finance Limited — 4.0%
- Bank Of Baroda — 3.9%
Top sectors
- Banking & Financial — 65.1%
- Finance & Investments — 26.8%
- Technology — 3.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 0.1% | Q3 | #50 of 76 |
| 2025 | 16.9% | Q1 (Top) | #9 of 69 |
| 2024 | 7.1% | Q4 (Bottom) | #56 of 58 |
| 2023 | 31.1% | Q3 | #33 of 48 |
| 2022 | 16.8% | Q1 (Top) | #7 of 46 |