Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTH
Sundaram Mutual Fund · Sectoral/Thematic · Direct · Growth4/5 ★
NAV · as of 11/09/2026
124.41
1D
+0.11%1Y
+10.21%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 - GROWTH
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
SBI Healthcare Opportunities Growth Direct Plan
SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM
1Y+22.13%3Y+24.61%-Mirae Asset Healthcare Growth Direct Plan
Mirae Healthcare (G) · ₹3.44 K Cr AUM
1Y+20.35%3Y+23.20%-UTI Healthcare Growth Direct Plan
UTI Healthcare (G) · ₹1.44 K Cr AUM
1Y+17.28%3Y+24.42%-Sundaram Financial Services Opportunities Growth Direct Plan
Sundaram Financial Services Opportunities (G) · ₹1.68 K Cr AUM
1Y+10.38%3Y+13.12%-HDFC Transportation & Logistics Growth Direct Plan
HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM
1Y+9.79%3Y+25.46%-
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
- 119597
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Sectoral/Thematic
- Plan
- Direct
- Return type
- Growth
- ISIN (Growth)
- INF903J01NB8
- ISIN (Div. Reinvest)
- -
- Tradable on exchange
- No