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    Scheme Snapshot

    • Search Scheme 
      Sundaram Financial Services Opportunities Fund
      Fund Sundaram Mutual Fund
      Category Equity - Banking
      Type Open Ended
      NAV(01/07/2026) 109.4662
      Percentage Returns
      1 Month Ago 7.56%
      3 Months Ago 14.21%
      1 Year Ago 2.43%
    Snapshot
    Inception Date 4/17/2008 Fund Manager Mr. Rohit Seksaria
    Initial Price 10.00 Min. Invest. Rs.100
    Objectives The investment objective of the scheme is 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.
    Entry Load Nil
    Exit Load 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
    Trailing Returns
      1 Mth 3 Mths 1 Yr 3 Yrs
    Scheme7.5614.212.4314.34
    Category4.1613.361.9445.53
    Sensex3.585.18-8.095.93
    Nifty2.675.85-6.017.75
    NAV Chart
    Other Options
    Options NAV
    Growth109.4662 (01/07/2026)
    IDCW29.3366 (01/07/2026)
    IDCW-Reinvestment29.3366 (01/07/2026)
    Asset Allocation
    Holding DateValue (Rs. Cr.)
    31/05/20261590.29
    30/04/20261612.72
    31/03/20261438.57
    28/02/20261684.47
    31/01/20261675.68
    Mutual Fund
    Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
    Email : ajithk@sundarammutual.com
    Web : https://www.sundarammutual.com
    Registrar
    KFIN Technologies Pvt. Ltd.

    Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

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