- AMC
- Sundaram Mutual Fund
- Category
- Sectoral/ Thematic
- ISIN
- INF903J01NB8
Sundaram Financial Services Opportunities Fund
₹117.9380
−₹1.4482 (−1.21%)
NAV · Direct · Growth ·
Sundaram Financial Services Opportunities Fund's Direct Growth NAV was ₹117.9380 on 21 Oct 2026, down 1.21% on the day. Its 3-year return is 10.91% a year.
- Expense ratio
- 0.92%
- Fund size
- ₹1,617.75 Cr
- Min. investment
- ₹100
NAV history
Between 23 Oct 2025 and 21 Oct 2026, the NAV ranged from ₹106.3512 to ₹128.4883.
Direct · Growth plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old.
Fund details
- Expense ratio
- 0.92% (Direct)
- Exit load
- 0.5% if redeemed within 30 days from allotment; nil after 30 days; exit load waived on intra-scheme switch-outs/stp
- Riskometer
- Very high
- Benchmark
- Nifty Financial Services TRI
- Launched
- 10 Jun 2008
- Fund managers
- Rohit Seksaria, Shalav Saket(Overseas Securities)
Fund size, expense ratio and minimums as of 16 Oct 2026.
All plans
| Plan | ISIN | NAV | 1 day | Expense ratio | 1 year |
|---|---|---|---|---|---|
| Direct · Growth | INF903J01NB8 | ₹117.9380 | −1.21% | 0.92% | −1.50% |
| Regular · Growth | INF903J01629 | ₹102.8077 | −1.22% | 2.20% | −2.79% |
| Direct · IDCW | INF903J01MZ9 | ₹32.1616 | −1.21% | 0.92% | −14.77% |
| Regular · IDCW | INF903J01603 | ₹27.5521 | −1.22% | 2.20% | −15.96% |
All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).
Armor risk check
Sundaram Financial Services Opportunities Fund moves about 1.3× as much as the market
Volatility, past year
Worst fall, past year
Compared with the Nifty 500 over the past 12 months.
Check it against your portfolio in the appAbout this fund
Sundaram Financial Services Opportunities Fund is an open-ended mutual fund from Sundaram Mutual Fund, in the Sectoral/ Thematic category. It began on 10 Jun 2008. It is benchmarked to the Nifty Financial Services TRI. The fund manages ₹1,617.75 Cr across its plans as of 16 Oct 2026. The Direct · Growth plan has an expense ratio of 0.92%. The minimum first investment is ₹100, and SIPs are available.
FAQs
What is the NAV of Sundaram Financial Services Opportunities Fund?
The NAV of Sundaram Financial Services Opportunities Fund (Direct · Growth) was ₹117.9380 on 21 Oct 2026, down 1.21% from the previous NAV.
What plans does Sundaram Financial Services Opportunities Fund have?
Sundaram Financial Services Opportunities Fund has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.
What is the expense ratio of Sundaram Financial Services Opportunities Fund?
The Direct · Growth plan of Sundaram Financial Services Opportunities Fund has an expense ratio of 0.92%.
What is the fund size (AUM) of Sundaram Financial Services Opportunities Fund?
Sundaram Financial Services Opportunities Fund manages ₹1,617.75 Cr across all plans as of 16 Oct 2026.
What returns has Sundaram Financial Services Opportunities Fund delivered?
Sundaram Financial Services Opportunities Fund returned −1.50% over 1Y, +10.91% a year over 3Y, +11.70% a year over 5Y. Past performance does not guarantee future returns.
What is the exit load of Sundaram Financial Services Opportunities Fund?
Sundaram Financial Services Opportunities Fund: 0.5% if redeemed within 30 days from allotment; nil after 30 days; exit load waived on intra-scheme switch-outs/stp.
What is the minimum investment and SIP amount for Sundaram Financial Services Opportunities Fund?
The minimum first investment in Sundaram Financial Services Opportunities Fund is ₹100, and ₹100 after that. SIPs are available (SIP available Daily (Rs.100, 92 instalments), Weekly (Rs.1000, 6 instalments), Monthly (Rs.100, 6 instalments), Quarterly (Rs.750, 6 instalments). Dates: Any day 1st to 31st or any working day for weekly).
How risky is Sundaram Financial Services Opportunities Fund?
Sundaram Financial Services Opportunities Fund is rated "very high risk" on SEBI's riskometer.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
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