Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Sectoral/Thematic · Direct · IDCW4/5 ★
NAV · as of 11/09/2026
33.93
1D
+0.11%1Y
-4.63%Key stats
- Expense ratio
- 0.67%
- AUM
- ₹1.68 K Cr
- Launched
- 01/01/2013
- Fund manager
- Rohit Seksaria; Shalav Saket
- Portfolio turnover
- 0.32%
- Risk
- Very High Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
SBI Healthcare Opportunities IDCW Payout Direct Plan
SBI Healthcare Opportunities IDCW Payout (DP) · ₹5.40 K Cr AUM
1Y+22.46%3Y+24.66%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Payout Direct Plan
HDFC Transportation & Logistics IDCW Payout (DP) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%3Y+25.53%-Sundaram Financial Services Opportunities IDCW Reinvest Direct Plan
Sundaram Financial Services Opportunities IDCW Reinvest (DR) · ₹1.68 K Cr AUM
1Y+9.22%3Y+12.34%-
Investment objective
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 sector.
Scheme details
- Scheme code
- 119596
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Sectoral/Thematic
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF903J01MZ9
- ISIN (Div. Reinvest)
- INF903J01NA0
- Tradable on exchange
- No