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Sectoral / Thematic · Equity

Sundaram Financial Services Opportunities Fund

Sundaram Asset Management Company Ltd
Benchmark
Nifty Financial Services TRI
Riskometer
Very High
Size
₹1,648 cr
Allotted
Not on record
Holdings as of
Not on record

Sundaram Financial Services Opportunities Fund is a sectoral / thematic fund of Sundaram Asset Management Company Ltd with ₹1,648 cr under management. It is ahead of its benchmark (Nifty Financial Services TRI) in 4 of 4 periods. Its direct plan charges 0.91% a year.

Has Sundaram Financial Services Opportunities Fund beaten its benchmark?

Ahead of its benchmark, Nifty Financial Services TRI, in 4 of 4 periods in AMFI's figures; +4.19% over the last year against −5.31%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−3.77% −3.60% —
3 months−6.18% −5.03% —
6 months−6.45% −1.83% —
1 year+8.22% −4.06% +12.28 pts
3 years+16.63% +9.27% +7.36 pts
5 years+15.29% +8.00% +7.29 pts
10 years+12.53% +12.69% −0.16 pts
Since start
from 16 Jun 2008
+15.18%——
Valarth price history to 22 Jan 2025 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty Financial Services TRI) in 4 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +4.19%+2.83%−5.31% +9.50 🔒
3y +11.89%+10.41%+9.40% +2.49 🔒
5y +12.84%+11.28%+7.23% +5.61 🔒
10y +14.24%+12.88%+13.30% +0.94 🔒
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2015 to 22 Jan 2025
50100150200250300350400 201520172019202120232025
Fund 328Nifty 500 TRI 337

₹100 put in at the start of Jan 2015 would be ₹328 on 22 Jan 2025, against ₹337 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Sundaram Financial Services Opportunities Fund cost?

0.91% a year on the direct plan, 2.18% on the regular plan; 22 of 174 funds in its category charge less.

Direct plan
0.91% a year
Category median 1.22%
Regular plan
2.18% a year
Category median 2.38%
Gap
1.27 points
for the same holdings
22 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Financial Services Opportunities Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does Sundaram Financial Services Opportunities Fund hold?

34 holdings as of None; the ten largest are 65.0% of the fund, the largest ICICI Bank Ltd at 11.1%.

Mix

Holdings as of None
Equity97.1%Debt1.1%Cash1.4%Other0.5%
Holdings
34
28 shares
Top ten
65.0%
of the fund
Effective holdings
16.7
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
ICICI Bank Ltd11.1%
Axis Bank Ltd10.1%
HDFC Bank Ltd8.40%
State Bank of India7.89%
Kotak Mahindra Bank Ltd5.87%

Five largest industries

% of fund
Banks64.4%
Finance27.0%
Financial Technology (Fintech)4.70%
Capital Markets2.20%
Insurance1.70%

By company size

% of equity · SEBI size lists
Large Cap59.7%Mid Cap8.6%Small Cap31.6%

How does Sundaram Financial Services Opportunities Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Financial Services Opportunities Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty 50: 70% of it differs from the index (an active fund is usually above 60%).
Active share 70.0%60%

Funds that hold much the same

% of holdings in common
TATA BANKING & FINANCIAL SERVICES FUND56.7% the same
15 shared holdings
Mahindra Manulife Banking & Financial Services Fund56.5% the same
15 shared holdings
UTI - Banking and Financial Services Fund56.4% the same
14 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Financial Services Opportunities Fund?

0.91% a year on the direct plan and 2.18% on the regular plan (expense report, Oct 2026).

How has Sundaram Financial Services Opportunities Fund done?

Its direct plan returned +11.89% a year over 3 years against +9.40% for its benchmark, Nifty Financial Services TRI, as of 13 Oct 2026.

Inside the app

See Sundaram Financial Services Opportunities Fund beside your own funds in Valarth

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Sundaram Financial Services Opportunities Fund in the app: beside your own funds, with what you own through them

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