Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Expense Ratio: 2.08
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Financial Services TRI
Inception: 10-05-2008
Exit Load: Nil
Fund Size:₹1,656.77 Cr
Performance
1Y
Fund-0.10%
Cat. Avg.N/A
2Y
Fund2.35%
Cat. Avg.N/A
3Y
Fund10.01%
Cat. Avg.N/A
5Y
Fund10.52%
Cat. Avg.N/A
10Y
Fund12.46%
Cat. Avg.N/A
SI
Fund13.59%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 248.50 | 14.78% |
| 2 | ICICI Bank Ltd | 194.73 | 11.58% |
| 3 | Axis Bank Ltd | 163.84 | 9.74% |
| 4 | State Bank of India | 103.05 | 6.13% |
| 5 | Bajaj Finserv Ltd | 80.59 | 4.79% |
| 6 | Shriram Finance Ltd | 70.09 | 4.17% |
| 7 | DCB Bank Ltd | 69.97 | 4.16% |
| 8 | PNB Housing Finance Ltd | 65.56 | 3.90% |
| 9 | Bank of Baroda | 60.16 | 3.58% |
| 10 | Aavas Financiers Ltd | 56.45 | 3.36% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58583 | -2.4% | -4.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.22 L. | +1.6% | +1.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.8% | +3.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.88 L. | +29.2% | +10.4% |
| 10Y | 07 Nov, 16 | 6 L. | 11.61 L. | +93.5% | +12.8% |
| SI | 07 Jul, 08 | 11 L. | 41.35 L. | +275.9% | +13.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 98413 | -1.6% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 1.05 L. | +5.4% | +2.7% |
| 3Y | 19 Oct, 23 | 1 L. | 1.33 L. | +33.1% | +10.0% |
| 5Y | 19 Oct, 21 | 1 L. | 1.65 L. | +64.9% | +10.5% |
| 10Y | 19 Oct, 16 | 1 L. | 3.24 L. | +223.6% | +12.5% |
| SI | 16 Jun, 08 | 1 L. | 10.36 L. | +936.5% | +13.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.