Scheme Information
Sundaram Fin Services Opp Instl Gr
as of 07 Jun 2026, 10:38 AM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 16.41% |
| ICICI Bank Ltd | Financial Services | E | 11.59% |
| Axis Bank Ltd | Financial Services | E | 10.00% |
| State Bank of India | Financial Services | E | 7.16% |
| Bajaj Finserv Ltd | Financial Services | E | 4.70% |
| DCB Bank Ltd | Financial Services | E | 4.44% |
| Shriram Finance Ltd | Financial Services | E | 4.31% |
| Bank of Baroda | Financial Services | E | 4.22% |
| PNB Housing Finance Ltd | Financial Services | E | 3.26% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 2.97% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 2.68% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 2.62% |
| AAVAS Financiers Ltd | Financial Services | E | 2.47% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 2.37% |
| REC Ltd | Financial Services | E | 2.35% |
| Bandhan Bank Ltd | Financial Services | E | 2.01% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.79% |
| Power Finance Corp Ltd | Financial Services | E | 1.65% |
| One97 Communications Ltd | Technology | E | 1.48% |
| PB Fintech Ltd | Financial Services | E | 1.25% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 1.23% |
| Sundaram Money Market Dir Gr | - | FO | 0.92% |
| Motilal Oswal Financial Services Ltd | Financial Services | E | 0.86% |
| IndusInd Bank Ltd | Financial Services | E | 0.77% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 0.75% |
| HDB Financial Services Ltd | Financial Services | E | 0.63% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 0.60% |
| UTI Asset Management Co Ltd | Financial Services | E | 0.46% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 0.28% |
| Treps | - | CR | 3.58% |
| Cash And Other Net Current Assets | - | CA | 0.19% |
| BSE Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
95.32%
Debt
0.2%
Cash
4.48%
Equity sector allocation
Financial Services
93.84%
Technology
1.48%
Others
4.68%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
31.98%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
31.98%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
31.98%
63.78%
3Y Returns
+45.98%
About Sundaram Fin Services Opp Instl Gr
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+15.46%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
2.08%
Fund Size
₹1684.47 Cr
FAQ's
What has been the returns generated by Sundaram Fin Services Opp Instl Gr over different time periods?
What is the expense ratio of Sundaram Fin Services Opp Instl Gr?
What is the AUM (Assets Under Management) of Sundaram Fin Services Opp Instl Gr?
What are the top stock holdings of Sundaram Fin Services Opp Instl Gr?
The Sundaram Fin Services Opp Instl Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 16.41% |
| ICICI Bank Ltd | 11.59% |
| Axis Bank Ltd | 10.00% |
| State Bank of India | 7.16% |
| Bajaj Finserv Ltd | 4.70% |
| DCB Bank Ltd | 4.44% |
| Shriram Finance Ltd | 4.31% |
| Bank of Baroda | 4.22% |
| PNB Housing Finance Ltd | 3.26% |
| CSB Bank Ltd Ordinary Shares | 2.97% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 2.68% |
| Cholamandalam Financial Holdings Ltd | 2.62% |
| AAVAS Financiers Ltd | 2.47% |
| Equitas Small Finance Bank Ltd Ordinary Shares | 2.37% |
| REC Ltd | 2.35% |
| Bandhan Bank Ltd | 2.01% |
| Kotak Mahindra Bank Ltd | 1.79% |
| Power Finance Corp Ltd | 1.65% |
| One97 Communications Ltd | 1.48% |
| PB Fintech Ltd | 1.25% |
| ICICI Prudential Life Insurance Co Ltd | 1.23% |
| Sundaram Money Market Dir Gr | 0.92% |
| Motilal Oswal Financial Services Ltd | 0.86% |
| IndusInd Bank Ltd | 0.77% |
| Angel One Ltd Ordinary Shares | 0.75% |
| HDB Financial Services Ltd | 0.63% |
| Mahindra & Mahindra Financial Services Ltd | 0.60% |
| UTI Asset Management Co Ltd | 0.46% |
| Prudent Corporate Advisory Services Ltd | 0.28% |
| Treps | 3.58% |
| Cash And Other Net Current Assets | 0.19% |
| BSE Ltd | - |
In which sectors has Sundaram Fin Services Opp Instl Gr invested in?
The Sundaram Fin Services Opp Instl Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | - |
| Communication Services | - |
| Consumer Cyclical | - |
| Consumer Defensive | - |
| Energy | - |
| Financial Services | 93.84% |
| Healthcare | - |
| Industrials | - |
| Real Estate | - |
| Technology | 1.48% |
| Utilities | - |
What is the risk level of Sundaram Fin Services Opp Instl Gr?
Who are the fund managers of Sundaram Fin Services Opp Instl Gr?
Is there a minimum SIP amount to invest in Sundaram Fin Services Opp Instl Gr?
Can I invest in Sundaram Fin Services Opp Instl Gr both in SIP and lump sum?
How to invest in Sundaram Fin Services Opp Instl Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Fin Services Opp Instl Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Fin Services Opp Instl Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Fin Services Opp Instl Gr?
The exit load of Sundaram Fin Services Opp Instl Gr is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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