Mutual Fund

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Sundaram Financial Services Opportunities Fund

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Fund : Sundaram Mutual Fund
Category : Equity - Sectoral/Thematic
Type : Open Ended
NAV(07/05/2026) 107.2195
Percentage Returns :
1 Month Ago : 8.83%
3 Months Ago : -3.18%
1 Year Ago : 5.74%
Snapshot
Inception Date 17/04/2008 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. ` 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Exit Load 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Scheme Plan Growth
Scheme Class Equity - Diversified
Scheme Type Open Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme8.83-3.185.7416.91
Category10.31.818.4754.75
Sensex4.33-6.86-3.598.44
Nifty5.2-5.32-0.3510.42
NAV Chart
Other Options
OptionsNAV()
Growth107.2195 (07/05/2026)
IDCW28.7345 (07/05/2026)
IDCW-Reinvestment28.7345 (07/05/2026)
Scheme Size
Holding DateValue (₹ Cr)
31/03/20261438.57
28/02/20261684.47
31/01/20261675.68
31/12/20251660.65
30/11/20251666.15
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
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