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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(24/08/2026)	109.1486

Percentage Returns :
1 Month Ago :	2.25%
3 Months Ago :	5.67%
1 Year Ago :	8.59%

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Exit Load	0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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 %)
Scheme	2.25	5.67	8.59	13.04
Category	3.78	6.52	6.33	42.97
Sensex	1.72	2.59	-4.84	5.84
Nifty	1.9	2.11	-2.62	7.7

NAV Chart

Other Options

Options	NAV(₹)
Growth	109.1486 (24/08/2026)
IDCW	29.2515 (24/08/2026)
IDCW-Reinvestment	29.2515 (24/08/2026)

Scheme Size

Holding Date	Value (₹ Cr)
31/07/2026	1678.66
30/06/2026	1681.38
31/05/2026	1590.29
30/04/2026	1612.72
31/03/2026	1438.57

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

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