Can I invest in SIP and Lumpsum in Sundaram Fin Serv Opportunities (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Fin Serv Opportunities (G). Minimum lumpsum investment Sundaram Fin Serv Opportunities (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Fin Serv Opportunities (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Fin Serv Opportunities (G) is Sundaram Fin Serv Opportunities (G) is ₹91.21 as on 2025-02-20.

Which are the biggest stock holdings of Sundaram Fin Serv Opportunities (G)?

The 5 biggest stock holdings of Sundaram Fin Serv Opportunities (G) are: HDFC Bank (16.94%), ICICI Bank (12.01%), Axis Bank (8.96%), St Bk of India (4.94%), IndusInd Bank (4.30%)

What are the top sectors Sundaram Fin Serv Opportunities (G) invests in?

A majority of Sundaram Fin Serv Opportunities (G) 's AUM worth ₹1,385.95 (Cr) is invested in these 3 top sectors: Banks : 66.36% Finance : 24.81% Debt : 5.36%

Mutual Funds
Sundaram Fin Serv Opportunities (G)

Sundaram Fin Serv Opportunities (G)

Sectoral / Thematic

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NAV
91.21(0.11%)
Fund Size (CR)
₹1,385.95
Expense Ratio
2.14
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
14.14%

Absolute Return: -2.04%

Annualized Return: 0%

Basic Details

Scheme Manager

Rohit Seksaria

Bench Mark

Nifty Financial Services TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9961.92	-0.38%	-	-1.35%	178/839
1 Month	17 January 2025	9943.47	-0.57%	-	-5.97%	80/827
3 Month	19 November 2024	9680.95	-3.19%	-	-6.97%	105/773
6 Month	19 August 2024	9433.05	-5.67%	-	-10.14%	200/728
1 Year	19 February 2024	10346.74	3.47%	3.47%	5.50%	402/639
3 Year	18 February 2022	15484.02	54.84%	15.69%	16.23%	261/479
5 Year	19 February 2020	18936.88	89.37%	13.62%	18.92%	318/397
Since Inception	10 June 2008	91107.80	811.08%	14.14%	10.69%	430/839

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	114492.28	-4.59%	-4.59%
3 Year	2 March 2022	3,60,000	443308.60	23.14%	7.19%
5 Year	2 March 2020	6,00,000	918620.63	53.10%	8.89%
10 Year	2 March 2015	12,00,000	2520149.82	110.01%	7.70%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.19%

Standard Deviation

0.95%

Beta

0.63%

Sharpe Ratio

0.01%

Treynor's Ratio

5.25%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	16.94%	1382396	234.83	Equity	Banks
ICICI Bank	12.01%	1329089	166.51	Equity	Banks
Axis Bank	8.96%	1259449	124.19	Equity	Banks
St Bk of India	4.94%	885294	68.42	Equity	Banks
IndusInd Bank	4.30%	601270	59.60	Equity	Banks
Bajaj Finance	4.17%	73340	57.83	Equity	Finance
Shriram Finance	4.07%	1036445	56.36	Equity	Finance
Ujjivan Small	3.88%	14970926	53.78	Equity	Banks
CSB Bank	3.74%	1694369	51.86	Equity	Banks
PNB Housing	3.65%	576674	50.64	Equity	Finance

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HDFC Pharma and Healthcare Fund - Direct (G)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
Nippon India US Equity Opportunities Fund-Dir (G)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
Nippon India US Equity OpportunitiesFund-Dir(IDCW)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)	285.76	-5.51%	-3.25%	3.36%	23.25%	-

News

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces change in Fund Manager of the following scheme
Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024
Change in Fund Managers of the Scheme:

Scheme Name Existing Fund Manager New Fund Manager

Sundaram Consumption Fund Ratish B. Varier
Nikunj Gala Ratish B. Varier

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Scheme Name	Existing Fund Manager	New Fund Manager
Sundaram Consumption Fund	Ratish B. Varier Nikunj Gala	Ratish B. Varier

Fund House Details & Investment Objective

Date of Incorporation

17 April 2008

Total AUM (Cr)

₹1385.95

Sundaram Fin Serv Opportunities (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 17 April 2008, this fund is managed by Rohit Seksaria. With assets under management (AUM) worth ₹1,385.95 (Cr), as of 20 February 2025, Sundaram Fin Serv Opportunities (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 14.14% since its launch.
The current NAV of Sundaram Fin Serv Opportunities (G) is ₹91.21, as on 20 February 2025. The fund's benchmark index is Nifty Financial Services TRI. You can invest in Sundaram Fin Serv Opportunities (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated 15.69% and 13.62% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.39% in Equity, 5.36% in Debt and 0.25% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 66.36% in Banks, 24.81% in Finance, 5.36% in Debt, 2.83% in Insurance, 1.41% in Others

FAQs

How to Invest in Sundaram Fin Serv Opportunities (G) Direct Growth?

Sundaram Fin Serv Opportunities (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 14.14% since inception. Looking to invest in Sundaram Fin Serv Opportunities (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Fin Serv Opportunities (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Fin Serv Opportunities (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Fin Serv Opportunities (G) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Sundaram Fin Serv Opportunities (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Fin Serv Opportunities (G) has generated annualised return of 3.47%. In the long-term, the fund has generated 15.69% and 13.62% in 3 and 5 years respectively. Since its inception, the fund has generated 14.14% returns.

What is the expense ratio of Sundaram Fin Serv Opportunities (G) Direct Growth?

The expense ratio of Sundaram Fin Serv Opportunities (G) Direct Growth is 2.14%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Fin Serv Opportunities (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Fin Serv Opportunities (G) is ₹1,385.95 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Fin Serv Opportunities (G) Direct Growth?

Redeeming or selling units of Sundaram Fin Serv Opportunities (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Fin Serv Opportunities (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Fin Serv Opportunities (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).