Primarily market-linked growth exposure
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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity & Equity Related Instruments of companies engaged in Banking and Financial Services 80-100% High Other Equities Upto 20% High Fixed Income, Money Market instruments and Cash & Cash Equivalents Upto 20% Low to Medium Investment in REITs & InvITs 0-10% Medium to High
- SEBI category
- Sectoral/Thematic
- Fund type
- An open ended equity scheme investing in the banking & financial services sector
- Primary benchmark
- Nifty Financial Services TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Rohit Seksaria · Mr. Shalav Saket(Overseas Securities)
- Manager tenure on this scheme
- Since 31st December 2021
- Role / co-management
- Comanage
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTH | ₹125.0513 | 04 Sep 2026 |
| Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹34.1014 | 04 Sep 2026 |
| Sundaram Financial Services Opportunities Fund - Regular Plan - GROWTH | ₹109.1879 | 04 Sep 2026 |
| Sundaram Financial Services Opportunities Fund - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹29.2620 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.19%, Direct 0.92%
- 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. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
- Minimum application
- Rs.100/- · multiples of Re.1/-
- SIP frequency
- SIP: Daily, Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly and Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually
- Minimum SIP amount
- "SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750. STP: Daily & Weekly: Rs. 1000, Monthly: Rs. 250, Quarterly: Rs. 750 SWP: Monthly & Qaurterly - Rs.1000/-"
- Minimum instalments
- "SIP: Weekly, Monthly and Quarterly Minimum Six installments, Daily : 92 STP: Minimum Six installments "
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.