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(08/07/2026) 108.0606
Percentage Returns :
1 Month Ago : 7.37%
3 Months Ago : 3.3%
1 Year Ago : 2.18%
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Exit Load 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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 %)
Scheme7.373.32.1813.38
Category4.016.521.0643.36
Sensex4.05-1.37-8.615.43
Nifty3.28-0.48-6.437.3
NAV Chart
Other Options
OptionsNAV()
Growth108.0606 (08/07/2026)
IDCW28.9599 (08/07/2026)
IDCW-Reinvestment28.9599 (08/07/2026)
Scheme Size
Holding DateValue (₹ 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
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