Sundaram Financial Services Opportunities Fund

1–7 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation12.5%
Sharpe Ratio0.17
Beta0.92

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%

Geographic Allocation

Domestic100%
Top Stock Holdings

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.

iconCosts and Fees

Total Expense Ratio (TER)2.09%
Exit Load1

iconRegulatory & Tax Information

INF903J01629
verified
ISIN
DailyDealing Frequency
BSE BANKEX INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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