Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)
NAV as on 2025-01-06 · Equity · Sectoral/Thematic
AUM
₹1,439 Cr
1Y Return
+6.9%
3Y CAGR
+17.1%
5Y CAGR
+15.9%
Expense
2.08%
Risk
Very High
1Y Return
+6.9%
3Y CAGR
+17.1%
5Y CAGR
+15.9%
Since Inception
+7.0%
AI Fund Analysis
Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.
NAV History
Drag or scroll the chart to pan through history
52-Week NAV Range
17% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Sectoral/Thematic
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
HDFC Bank Ltd
Financial Services
ICICI Bank Ltd
Financial Services
Axis Bank Ltd
Financial Services
State Bank of India
Financial Services
Bajaj Finserv Ltd
Financial Services
DCB Bank Ltd
Financial Services
Shriram Finance Ltd
Financial Services
Bank of Baroda
Financial Services
TREPS (Cash)
PNB Housing Finance Ltd
Financial Services
Sector Allocation
Fundamentals
P/E Ratio
12.52
Cat avg: 17.25
P/B Ratio
1.54
Cat avg: 2.16
Dividend Yield
1.36%
Cat avg: 1.01%
Price/Sale
2.69
Risk Metrics (3Y)
Sharpe Ratio
0.85
Cat avg: 0.38
Sortino Ratio
1.69
Cat avg: 0.55
Beta
0.95
Cat avg: 0.98
Std Deviation
14.58%
Cat avg: 16.46%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Fin Services Opp Instl IDCW-P | 1,439 | 2.08 | +6.9% | +17.1% | +15.9% |
| Canara Robeco Bkg & Fincl Svcs Reg IDCWP | - | - | - | - | - |
| ICICI Pru Banking & Fin Svcs IDCW-P | 10,886 | 1.79 | +4.1% | +10.6% | +10.0% |
| SBI Banking & Financial Svcs Reg IDCW-P | 9,380 | 1.75 | +16.5% | +20.3% | +14.5% |
| Nippon India Banking & Fin Srvs Bns | 6,721 | 1.83 | +11.8% | +17.3% | +16.9% |
| HDFC Banking & Financial Svcs Reg IDCW-P | 4,510 | 1.90 | +15.3% | +15.8% | - |
| Aditya BSL Bkng & Fin Srvcs Reg IDCW-P | 3,155 | 1.96 | +12.5% | +15.8% | +13.1% |
| Tata Banking & Financial Svcs Reg IDCW-P | 2,743 | 1.89 | +11.0% | +16.3% | +13.4% |
| Mirae Asset Banking & Fin Svcs RegIDCW-P | 2,272 | 2.00 | +15.4% | +17.2% | +14.3% |
| DSP Banking & Financial Svcs Reg IDCW-P | 1,543 | 2.06 | +17.9% | - | - |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.