RS
Rohit SeksariaLead
Since Dec 2017
AUM managed
₹24,530.78Cr
Tenure
Since Dec 2017
Funds
20
Sundaram Fin Services Opp Instl Gr
Sector - Financial ServicesSundaram Mutual Fund
NAV
₹104.92
-0.11% today
AUM
₹1,722.04 Cr
Fund size
Expense
1.79%
Regular plan
Min SIP
₹250
per month
Min Lumpsum
₹100
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank#3 of 15
Risk-o-meterVery High Risk
BenchmarkNifty Financial Services TR INR (100%)
Number of holdings27
Inception10 Jun 2008
Exit load0.5
Risk metrics
Alpha7.22
Beta0.95
Sharpe ratio0.89
Standard deviation14.52%
Sortino ratio1.8
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
SS
Since Feb 2026
AUM managed
₹63,195.72Cr
Tenure
Since Feb 2026
Funds
18
About Sundaram Fin Services Opp Instl Gr
Sundaram Fin Services Opp Instl Gr is an open-ended Sector - Financial Services mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹104.92 per unit and the scheme manages ₹1,722.04 Cr in assets under management. The fund charges an expense ratio of 1.79% and is benchmarked against Nifty Financial Services TR INR (100%). Over the trailing 5 years, Sundaram Fin Services Opp Instl Gr has delivered +15.46% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Regular Plan · Growth option · NAV as of 22 Jan 2025
Sundaram Fin Services Opp Instl Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.28% | -2.88% |
| 3 months | -5.62% | -4.20% |
| 6 months | -7.61% | -0.70% |
| 1 year | +6.42% | +0.11% |
| 3 years | +16.62% | +10.24% |
| 5 years | +15.46% | +9.56% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -5.73% |
| 3 months | -- | -5.04% |
| 6 months | -- | +8.59% |
| 1 year | -- | +1.79% |
| 3 years | -- | +29.46% |
| 5 years | -- | +63.63% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Fin Services Opp Instl Gr — frequently asked questions
What is the NAV of Sundaram Fin Services Opp Instl Gr?
The latest net asset value (NAV) of Sundaram Fin Services Opp Instl Gr is ₹104.92 per unit, -0.11% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Fin Services Opp Instl Gr delivered?
Sundaram Fin Services Opp Instl Gr has returned +15.46% over the trailing 5 years (1 year: +6.42%, 3 years: +16.62%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Fin Services Opp Instl Gr?
Sundaram Fin Services Opp Instl Gr charges an expense ratio of 1.79% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Fin Services Opp Instl Gr?
SEBI's riskometer classifies Sundaram Fin Services Opp Instl Gr as Very High Risk, which is typical for a Sector - Financial Services scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Fin Services Opp Instl Gr?
You can start a SIP in Sundaram Fin Services Opp Instl Gr from ₹250 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Fin Services Opp Instl Gr?
Sundaram Fin Services Opp Instl Gr is managed by Sundaram Mutual Fund, holds ₹1,722.04 Cr in assets under management and invests across 27 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Financial Services
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF903J01652
- Scheme code
- FSUSA08XKP