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16494
18076
Sundaram Fin Serv Opportunities - Direct (G)
27.26
7.47
25.71
-1.00
2.66
11.29
11.22
14.69
7
  • NAV

    119.05

    as on 07 Jul 2025

  • ₹-0.48 (-0.40%)

    Last Change

  • 27.26%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.77%

    Expense Ratio
  • Rating

  • 1,548 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 26
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 07 Jul 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 7.47%
  • 27.26%
  • 25.71%
  • 14.69
By Holding By Sector By Asset
19.17%
12.51%
9.70%
5.27%
5.08%
48.27%
View all Holdings
  • 6.29Alpha
  • 4.23SD
  • 0.93Beta
  • 1.17Sharpe
  • 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  • 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.

Rohit Seksaria

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moderate Moderate Moderately
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  • Fund Name
View all schemes
18076
  • Fund Name
  • AUM - ₹ 22
  • AUM - ₹ 36
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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Equity Debt Hybrid

Large Cap

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FAQs

You can invest in Sundaram Fin Serv Opportunities - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Fin Serv Opportunities - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Fin Serv Opportunities - Direct (G) has delivered 15.24% since inception

The NAV of Sundaram Fin Serv Opportunities - Direct (G) is ₹110.437 as of 07 Jul 2025

The expense ratio of Sundaram Fin Serv Opportunities - Direct (G) is % as of 07 Jul 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Fin Serv Opportunities - Direct (G) 1268.85 CR as of 07 Jul 2025

The minimum SIP amount of Sundaram Fin Serv Opportunities - Direct (G) is 100

The top stock holdings of Sundaram Fin Serv Opportunities - Direct (G) are

  1. HDFC Bank - 19.17%
  2. ICICI Bank - 12.51%
  3. Axis Bank - 9.70%
  4. St Bk of India - 5.27%
  5. TREPS - 5.08%

The top sectors Sundaram Fin Serv Opportunities - Direct (G) has invested in are

  1. Banks - 67.08%
  2. Finance - 24.01%
  3. Debt - 3.39%
  4. Insurance - 2.72%
  5. Others - 1.98%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Fin Serv Opportunities - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Fin Serv Opportunities - Direct (G) based on your investment objective and risk tolerance

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