Sundaram Fin Services Opp
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation23.0%
Maximum Drawdown-15.6% | Feb 2026
Sharpe Ratio0.02
Beta1.04
Upside Capture100%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services11.11%
Axis Bank LtdFinancial Services10.11%
HDFC Bank LtdFinancial Services8.40%
State Bank of IndiaFinancial Services7.89%
Kotak Mahindra Bank LtdFinancial Services5.87%
Bajaj Finserv LtdFinancial Services4.73%
DCB Bank LtdFinancial Services4.54%
PNB Housing Finance LtdFinancial Services4.38%
Shriram Finance LtdFinancial Services4.09%
Bank of BarodaFinancial Services3.83%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.19%
Exit Load1%
Regulatory & Tax Information
INF903J01629
ISINDailyDealing Frequency
Nifty Financial Services TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)