Sundaram Financial Services Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.7%
Sharpe Ratio0.13
Beta0.93
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
HDFC Bank LtdFinancial Services19.03%
ICICI Bank LtdFinancial Services12.07%
Axis Bank LtdFinancial Services9.41%
State Bank of IndiaFinancial Services5.13%
Shriram Finance LtdFinancial Services4.78%
PNB Housing Finance LtdFinancial Services4.72%
Bajaj Finserv LtdFinancial Services4.38%
CSB Bank Ltd Ordinary SharesFinancial Services4.04%
Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services3.58%
DCB Bank LtdFinancial Services3.52%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.09%
Regulatory & Tax Information
INF903J01603
ISINDailyDealing Frequency
BSE BANKEX INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)