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SU
Sundaram Financial Services Opportunities Fund Direct Growth
INF903J01NB8 Sundaram Asset Management Company Ltd Equity Growth
Latest NAV
₹118.3381
+2.35% 1Y
as of 05 Oct 2026
Sign In to Add to Portfolio Benchmark: Nifty Financial Services TRI
Expense ratio
0.92%
AUM
₹1,722 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+2.35%
3Y (ann.)
+10.96%
5Y (ann.)
+12.97%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹118.34
52-week range at 54%
₹118.34
Low 31 Mar 2026₹106.35
High 18 Feb 2026₹128.49
Risk level Very High
Low
Very high
NAV history
03 Jan 2013 Since inception 05 Oct 2026
Returns by period
1W
-2.06%
1M
-5.78%
3M
-5.89%
6M
+7.84%
1Y
+2.35%
3Y
+10.96%
5Y
+12.97%

3Y and 5Y returns are annualised.

Return calculator
You invest
—
Est. gain
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Est. value
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Invested Gain
Invested Projected value min SIP ₹100

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes AS OF 31 MAY 2026
Equity 97.27% Cash & other 2.73%
Sector split
Financial Services 95.47%
Technology 1.80%
Country split
India 97.27%
Top 5 hold 46.5% Top 10 hold 65.8% 29 equity holdings
Equity holdings
#HoldingSector CountryWeight YTD
1 HDFC Bank
INE040A01034
 Financial Services
Banks - Regional
 India
14.58%
-20.02%
2 ICICI Bank
INE090A01021
 Financial Services
Banks - Regional
 India
11.19%
+0.27%
3 Axis Bank
INE238A01034
 Financial Services
Banks - Regional
 India
9.85%
+6.97%
4 State Bank of India
INE062A01020
 Financial Services
Banks - Regional
 India
6.09%
+7.15%
5 Bajaj Finserv
INE918I01026
 Financial Services
Financial Conglomerates
 India
4.76%
-13.26%
6 DCB Bank
INE503A01015
 Financial Services
Banks - Regional
 India
4.17%
+8.10%
7 PNB Housing Finance
INE572E01012
 Financial Services
Mortgage Finance
 India
4.09%
+5.41%
8 Shriram Finance
INE721A01047
 Financial Services
Credit Services
 India
4.01%
+0.57%
9 Bank of Baroda
INE028A01039
 Financial Services
Banks - Regional
 India
3.73%
-2.15%
10 Cholamandalam Financial Holdings
INE149A01033
 Financial Services
Credit Services
 India
3.33%
-12.63%
11 Kotak Bank
INE237A01036
 Financial Services
Banks - Regional
 India
3.31%
-9.31%
12 Aavas Financiers
INE216P01012
 Financial Services
Mortgage Finance
 India
3.14%
+0.54%
13 Equitas Small Finance Bank
INE063P01018
 Financial Services
Banks - Regional
 India
2.86%
+22.64%
14 CSB Bank
INE679A01013
 Financial Services
Banks - Regional
 India
2.84%
-20.39%
15 Ujjivan Small Finance Bank
INE551W01018
 Financial Services
Banks - Regional
 India
2.76%
+8.04%
16 Bandhan Bank
INE545U01014
 Financial Services
Banks - Regional
 India
2.61%
+42.70%
17 Five Star Business Finance
INE128S01021
 Financial Services
Credit Services
 India
1.98%
-4.75%
18 One 97 Communications
INE982J01020
 Technology
Software - Infrastructure
 India
1.80%
-16.08%
19 PB FinTech
INE417T01026
 Financial Services
Insurance Brokers
 India
1.52%
-10.46%
20 REC
INE020B01018
 Financial Services
Credit Services
 India
1.51%
+1.78%
21 Angel One
INE732I01021
 Financial Services
Capital Markets
 India
1.15%
+52.62%
22 Power Finance Corporation
INE134E01011
 Financial Services
Credit Services
 India
1.14%
+23.31%
23 Motilal Oswal Financial Services
INE338I01027
 Financial Services
Capital Markets
 India
1.11%
+12.12%
24 OnEMI Technology Solutions
INE12F801023
 Financial Services
Credit Services
 India
1.09%
+0.00%
25 ICICI Prudential Life Insurance
INE726G01019
 Financial Services
Insurance - Life
 India
1.00%
-24.89%
26 UTI AMC
INE094J01016
 Financial Services
Asset Management
 India
0.56%
-15.87%
27 M&M Financial Services
INE774D01024
 Financial Services
Credit Services
 India
0.51%
-27.02%
28 Prudent Corporate Advisory Services
INE00F201020
 Financial Services
Asset Management
 India
0.35%
+18.80%
29 HDB Financial Services
INE756I01012
 Financial Services
Credit Services
 India
0.26%
-6.03%