Sundaram Financial Services Opportunities Fund

Sector Funds Banks & Financial Services
FUND SIZE (IN CR.)
₹ 1460.09

ABOUT THIS FUND

ICICI Prudential Mutual Fund is the second-largest mutual fund company in India in terms of assets under management (AUM). It was established in 1993 as ICICI Prudential Asset Management Company Limited, a part of the ICICI Group. In 1998, Prudential plc, one of the largest financial services companies in the United Kingdom (UK), joined as a joint venture (JV) partner. ICICI Bank holds a 51% stake in the JV, while Prudential plc holds 49%. With an experience of over two decades, ICICI Prudential Mutual Fund also offers Portfolio Management Services (PMS). It has a presence across over 297 locations and serves an investor base of more than 1.19 crore investors (as of September 30, 2024). As of June 30, 2025, ICICI Prudential

NAV (Net Asset Value)
99.2925 -3.7577 (-3.8768%)
as of 2026-03-19T00:00:00.000Z
1M3M6M1Y3Y5Y
SCHEME DETAILS
Exit Load
EXIT LOAD
0%
Expense Ratio
EXPENSE RATIO
2.08
Fund Age
LAUNCH
2008-06-10 00:00:00.000
AUM
AUM (FUND SIZE)
₹ 1460.09 Cr
Min Investment
MIN. INVESTMENT
SIP ₹100 & Lumpsum ₹100
Last Doubled
LAST DOUBLED IN
2 yr 1 m
Benchmark
BENCHMARK
BSE Healthcare TRI
Riskometer
RISKOMETER
Very High
SCHEME DETAILS
INVESTMENTS RETURN
₹ 1,00,000
would have given a return of
₹ 0
Bank Account
₹ 0
Fixed Deposit
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This Mutual Fund
1Y 2Y 3Y 4Y 5Y
[fund_data]
PEER FUNDS
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₹ 625.17 Cr
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NA
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CATEGORY
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FUND SIZE (CR.)
₹ 8370.76 Cr
RETURN 3Y
+19.72%
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FUND SIZE (CR.)
₹ 1729.36 Cr
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Invesco India Financial Services Fund
CATEGORY
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FUND SIZE (CR.)
₹ 1392.26 Cr
RETURN 3Y
+19.91%
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Mirae Asset Banking and Financial Services Fund
CATEGORY
Sector Funds
FUND SIZE (CR.)
₹ 1975.29 Cr
RETURN 3Y
+16.71%
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HSBC Financial Services Fund
CATEGORY
Sector Funds
FUND SIZE (CR.)
₹ 680.29 Cr
RETURN 3Y
NA
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LIC MF Banking & Financial Services Fund
CATEGORY
Sector Funds
FUND SIZE (CR.)
₹ 278.17 Cr
RETURN 3Y
+11.25%
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HDFC Banking & Financial Services Fund
CATEGORY
Sector Funds
FUND SIZE (CR.)
₹ 4134.89 Cr
RETURN 3Y
+14.97%
Arrow
FUND INFORMATION

Sundaram Financial Services Opportunities Fund

Open ended scheme

Growth

₹ 1460.09

2.08%

8.09%

2026-03-19T00:00:00.000Z


NIFTY Midcap 150 Total Return Index

0

AMC INFORMATION

Sundaram Mutual Fund

₹ 1460.09

33


Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

+91 (22) 28583362/3367

SCHEME HOLDING SUMMARY
Banks 66.42%
Finance 24.91%
11.05%
Capital Markets 4.97%
Financial Technology (Fintech) 2.73%
FINANCIAL SERVICES 2.27%
Insurance 1.23%
HDFC Bank Ltd 276.47 Cr
ICICI Bank Ltd 195.26 Cr
Axis Bank Ltd 168.5 Cr
State Bank of India 120.59 Cr
Bajaj Finserv Ltd 79.25 Cr
DCB Bank Ltd 74.85 Cr
Shriram Finance Ltd 72.6 Cr
Bank of Baroda 71.11 Cr
TREPS 60.25 Cr
PNB Housing Finance Ltd 54.87 Cr

FAQs

How to Invest in Sundaram Financial Services Opportunities Fund?

You can invest in Sundaram Financial Services Opportunities Fund seamlessly on RingMoney. The process is quick, paperless, and takes just a few minutes:

  • Log in to your RingMoney account.
  • Search for  Sundaram Financial Services Opportunities Fund in the search bar.
  • Complete your KYC (if not already done). It’s free, fully online, and usually takes only a few minutes.
  • Once verified, you can start investing in the fund either through a SIP (Systematic Investment Plan) or a lumpsum, based on your goals and risk appetite.

The NAV of Sundaram Financial Services Opportunities Fund is ₹99.2925 as of 2026-03-19T00:00:00.000Z

The Sundaram Financial Services Opportunities Fund has an expense ratio of 2.08, which reflects the fund’s management and operating costs. This percentage is subtracted from the fund’s annual returns, impacting net returns for investors.

The best way to invest inSundaram Financial Services Opportunities Fund depends on your financial goals and risk appetite:

* If you want to build wealth gradually and reduce the impact of market ups and downs, starting a SIP (Systematic Investment Plan) is usually recommended.

* If you have a lumpsum amount available and plan to stay invested for the long term (5+ years), a one-time lumpsum investment can also be effective.

On RingMoney, you have the flexibility to choose either SIP or lumpsum, making it easy to align the investment with your personal objectives.

If you wish to sell your Sundaram Financial Services Opportunities Fund holdings, simply go to the holdings section on the RingMoney app or website and select the fund. You will see two options – Redeem and Invest More. Click on Redeem and enter the amount you want to withdraw, or select the Redeem All option if you want to sell your entire holding.

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