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Sundaram Fin Serv Opportunities (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 20, 2026
₹101.63
1 day change
Returns since inception
13.82%
CAGR
AUM (Fund size)
₹1,613 Cr
NAV: ₹ 101.63
as on May 20, 2026
Sundaram Fin Serv Opportunities (IDCW)

Sundaram Fin Serv Opportunities (IDCW) Overview

AUM (Fund size) ₹ 1,613 Cr
Expense ratio 2.08 %
Exit load 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Financial Services TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 18 yrs 1 m since Apr 17, 2008
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
65.25%
Finance
23.43%
Debt
3.39%
Financial Technology (Fin
2.92%
Capital Markets
2.66%

Top Holdings

HDFC Bank 15.84%
ICICI Bank 11.87%
Axis Bank 9.83%
SBI 6.83%
Bajaj Finserv 4.61%
DCB Bank 4.44%
Shriram Finance 4.08%
Bank of Baroda 3.80%
PNB Housing 3.49%
TREPS 3.39%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Fin Serv Opportunities (IDCW) 0.73% 14.28% 13.36%
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Fin Serv Opportunities (IDCW) was launched on 17/04/2008. The fund manages ₹1,613 Cr in assets. Its current expense ratio is 2.08%.

Fund Manager: Rohit Seksaria

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FAQs on Sundaram Fin Serv Opportunities (IDCW)

The current expense ratio of Sundaram Fin Serv Opportunities (IDCW) is 2.08%.

The AUM of Sundaram Fin Serv Opportunities (IDCW) is ₹1,613 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Fin Serv Opportunities (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹101.63.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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