Scheme Information
Sundaram Fin Services Opp Instl IDCW-P
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 IDCW-P
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+15.87%
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 IDCW-P over different time periods?
What is the expense ratio of Sundaram Fin Services Opp Instl IDCW-P?
What is the AUM (Assets Under Management) of Sundaram Fin Services Opp Instl IDCW-P?
What are the top stock holdings of Sundaram Fin Services Opp Instl IDCW-P?
The Sundaram Fin Services Opp Instl IDCW-P 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 IDCW-P invested in?
The Sundaram Fin Services Opp Instl IDCW-P 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 IDCW-P?
Who are the fund managers of Sundaram Fin Services Opp Instl IDCW-P?
Is there a minimum SIP amount to invest in Sundaram Fin Services Opp Instl IDCW-P?
Can I invest in Sundaram Fin Services Opp Instl IDCW-P both in SIP and lump sum?
How to invest in Sundaram Fin Services Opp Instl IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Fin Services Opp Instl IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Fin Services Opp Instl IDCW-P.
- 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 IDCW-P?
The exit load of Sundaram Fin Services Opp Instl IDCW-P 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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