Mutual Fund Research

Sundaram Fin Serv Opp Fund(G)

As on Mar-27-2023 change fund
61.88  up-0.10 (-0.17%)

fund objective

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 sector.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)41.1730.9052.8257.9561.98
Net Assets(Rs Crores) (as on 24-Mar-2023) 158.91 166.58 328.32 493.51 601.93
Scheme Returns(%)(Absolute)10.71-24.7876.338.255.05
B'mark Returns(%)(Absolute)NANANANANA
Category Rank16/7339/7534/7557/7526/77
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.19.62 
HDFC Bank Ltd.15.77 
State Bank Of India8.69 
Axis Bank Ltd.8.60 
Housing Development Finance Co...7.63 
Canara Bank3.19 
Bank Of Baroda2.96 
IndusInd Bank Ltd.2.57 
Equitas Small Finance Bank Ltd.2.49 
SBI Life Insurance Company Ltd.2.15 


Sector Funds

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Blend

fund manager?

Rohit Seksaria,Ashish Agarwal

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private52.85
Bank - Public14.84
Finance - Housing10.43
Finance - NBFC4.54
Finance - Stock Broking2.34
Finance Term Lending1.71
Finance - Investment1.43

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Fin Serv Opp Fund(G)Large-Blend 10-Jun-2008601.939.8224.3710.6412.9413.10
Aditya Birla SL Banking & Financial Services Fund-Reg(G)Large-Growth 14-Dec-20132,384.583.9230.388.03NA15.27
Nippon India Banking & Financial Services Fund(G)Large-Blend 26-May-20033,826.527.0929.737.7513.5619.98
ICICI Pru Banking & Fin Serv Fund(G)Large-Growth 22-Aug-20085,871.026.0226.297.8315.2015.67
UTI Banking and Financial Services Fund-Reg(G)Large-Growth 30-Jul-2005824.357.4324.034.7210.6912.19
SBI Banking & Financial Services Fund-Reg(G)Large-Blend 26-Feb-20153,747.614.0521.6010.15NA11.47
LIC MF Banking & Financial Services Fund-Reg(G)Large-Blend 27-Mar-2015121.1112.2921.506.52NA4.76
Taurus Banking & Fin Serv Fund-Reg(G)Large-Blend 22-May-20128.918.7021.0910.3611.6712.38
Invesco India Financial Services Fund(G)Large-Blend 14-Jul-2008472.764.2520.988.5713.7514.84
Tata Banking & Financial Services Fund-Reg(G)Large-Blend 28-Dec-20151,272.369.7620.939.78NA14.15
IDBI Banking & Financial Services Fund-Reg(G)Large-Growth 04-Jun-201881.134.3319.54NANA5.60
Baroda BNP Paribas Banking and Fin Serv Fund-Reg(G)Large-Blend 22-Jun-201269.696.1818.647.5910.6810.41
HDFC Banking & Financial Services Fund-Reg(G)Large-Blend 01-Jul-20212,501.728.69NANANA3.70
Mirae Asset Banking and Financial Services Fund-Reg(G)Large-Growth 11-Dec-20201,212.356.71NANANA10.41
ITI Banking & Financial Services Fund-Reg(G)Large-Blend 06-Dec-2021220.326.31NANANA0.06
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