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Benchmark Investments

Sundaram Fin Serv Opp Fund(G)

very highequitybanks & financial services
102.54 -2.64(-2.51%) NAV as on 09 Mar 2026
-8.38 % 1 M
12.65 % 1 Y
16.53 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.08

As on 31 Jan, 2026
Age :

17 yrs 9 m

Since 10 06 ,2008
Exit Load :

0.5%

AUM :

1,675.68 Crs

Portfolio Price To Book Value :

2.47

Investing Style :

Large Blend

Min. Investment :

SIP 100 & Lumpsum 100

Category :

sector funds

Fund Manager :

Rohit Seksaria

Launch Date :

10-Jun-08

Scheme Benchmark :

NA

FUND 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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jan 31 ,2026
Others 4.14 %
Equity 95.86 %

TOP HOLDINGS

HDFC Bank Ltd.17.27 %
ICICI Bank Ltd.11.45 %
Axis Bank Ltd.9.96 %
State Bank Of India6.45 %
DCB Bank Ltd.4.81 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private56.53
Bank - Public10.40
Finance - Investment7.30
Finance - NBFC5.92
Finance - Housing5.29
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 09-Mar-2026)57.9563.7587.9695.22102.54
Net Assets(Rs Crores) (as on 09-Mar-2026) 493.51 614.17 1171.30 1415.22 1675.68
Scheme Returns(%)(Absolute)8.258.0437.276.549.10
B'mark Returns(%)(Absolute)NANANANANA
Category Rank57/7521/7642/9046/10228/118

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202612.41-6.439.80NA
2024-202512.433.06-7.741.25
2023-202414.886.8312.260.16
2022-2023-9.3214.9410.89-4.83
2021-20225.528.40-5.061.03

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Fin Serv Opp Fund(G)Very HighEquity102.54-2.64(-2.51%)NAV As on 09 Mar, 202610-Jun-2008Inception Date1,675.68AUM In Cr.12.65%1Y16.53%3Y12.92%5Y14.01%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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