
NAV ₹123.76 as on 17 Nov 2025
RiskVery High
Fund Size₹1,601.05Cr
| NAV | ₹123.76 as on 17 Nov 2025 |
|---|---|
| Risk | Very High |
| Fund Size | ₹1,601.05Cr |
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
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
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.
HDFC Bank Ltd
19.20%ICICI Bank Ltd
11.70%Axis Bank Ltd
9.99%State Bank of India
5.87%CSB Bank Ltd
4.24%DCB Bank Ltd
4.19%Your investment will be at Very High Risk
| Rank (total assets) | #21 in India |
|---|---|
| Total AUM | ₹74,005.23Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 18.16% | 6.27% | 3.78% | 1.14% |
| Category average | 8.02% | 6.14% | 3.98% | - |
| Rank within category | 24 | 55 | 51 | - |

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