Sundaram Fin Serv Opportunities - Direct (G) logo

Sundaram Fin Serv Opportunities Direct Growth

NAV ₹123.76 as on 17 Nov 2025

RiskVery High

Fund Size₹1,601.05Cr

NAV₹123.76 as on 17 Nov 2025
RiskVery High
Fund Size₹1,601.05Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

14.54%

Expense ratio

0.77%

Type

OPEN

AUM (Fund Size)

₹1,601.05

Risk Grade

Very High

Benchmark

Nifty Financial Services TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Seksaria

Experience:

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Asset Allocation

TREPS 3.47%

Sundaram Money Fund - Direct (G) 0.95%

Net CA & Others -0.08%

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Fin Serv Opportunities Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹123.76.
The Sundaram Fin Serv Opportunities Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.
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Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns18.16%6.27%3.78%1.14%
Category average8.02%6.14%3.98%-
Rank within category245551-

FAQ’s

What kind of returns does Sundaram Fin Serv Opportunities Direct Growth provide?

Sundaram Fin Serv Opportunities Direct Growth has given a return of 20.01% in the past 3 years.

What is the expense ratio charged by Sundaram Fin Serv Opportunities Direct Growth?

The Expense Ratio charged by Sundaram Fin Serv Opportunities Direct Growth is 0.77%.

What is the AUM size of Sundaram Fin Serv Opportunities Direct Growth?

The AUM size of Sundaram Fin Serv Opportunities Direct Growth is ₹1,601.05Cr.

What is the minimum SIP amount that you can invest in Sundaram Fin Serv Opportunities Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Fin Serv Opportunities Direct Growth .

What are the top stock holdings of Sundaram Fin Serv Opportunities Direct Growth?

The top stock holdings of Sundaram Fin Serv Opportunities Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Axis Bank Ltd and State Bank of India.

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