NAV on (29 Apr 2026 )
₹120.10 ▲
(+0.13%)
Fund Size
₹1438.57 Crores
1Y Returns
3.96 %
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.
Sundaram Asset Management Company Ltd.
Launch Date
January 1, 2013
Fund Manager
Mr. Rohit Seksaria
Initial Price
10
AUM Fund
1438.57 Cr
Min investment
Rs 100
Expense Ratio
0.79%
Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
1 Month
+9.01%
6 Months
-1.38%
1 Year
+3.96%
2 Years (CAGR)
+8.18%
3 Years (CAGR)
+17.75%
5 Years (CAGR)
+16.06%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 35.05% | 0.00% | ₹239.4 | |
| 29.79% | 38.22% | ₹10.36 | |
| 29.11% | 108.14% | ₹2148.17 | |
| 29.11% | 108.08% | ₹3670.36 | |
| 27.70% | 23.26% | ₹6720.99 |
Q: What is the current NAV of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth?
A: The latest NAV of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth is ₹ 120.10 as on 29 Apr 2026.
Q: What type of mutual fund is Sundaram Financial Services Opportunities Fund - Direct Plan - Growth?
A: Sundaram Financial Services Opportunities Fund - Direct Plan - Growth is a 'Equity - Banking' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth?
A: The expense ratio of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth is 0.79%, which impacts overall returns.
Q: Who manages Sundaram Financial Services Opportunities Fund - Direct Plan - Growth?
A: Sundaram Financial Services Opportunities Fund - Direct Plan - Growth is managed by Mr. Rohit Seksaria, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Financial Services Opportunities Fund - Direct Plan - Growth a good investment?
A: Sundaram Financial Services Opportunities Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth?
A: The exit load of Sundaram Financial Services Opportunities Fund - Direct Plan - Growth is 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., applicable if redeemed within the specified period.
Q: How is Sundaram Financial Services Opportunities Fund - Direct Plan - Growth taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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