Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Financial Services Opportunities Fund

Holds 28 companies worth ₹1,567 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹1,614 CrSundaram Financial Services Opportunities Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.3% on Aug 2026, ₹1,722 Cr.

  • Largest holding

    ICICI BankICICI Bank is 11.1% of this scheme's NAV.

  • Fund manager

    Rohit SeksariaRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Shalav Saket (co-manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,614−6.3%
Aug 20261,722+2.6%
Jul 20261,679−0.2%
Jun 20261,681+5.7%
May 20261,591−1.4%
Apr 20261,613+12.1%
Mar 20261,439−14.5%
Feb 20261,684+0.5%
Jan 20261,676+0.9%
Dec 20251,661−0.3%
Nov 20251,665+4.0%
Oct 20251,601+5.8%
AUM at month end, Sept 2026
₹1,614 Cr
+0.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202612.71%−0.43 pt
Jun 202613.13%−0.70 pt
Mar 202613.83%−0.21 pt
Dec 202514.05%−0.07 pt
Direct plans' share of AUM, Sept 2026
12.71%
−1.34 pt since Dec 2025
Fig. 2.Sundaram Financial Services Opportunities Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Financial Services TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.91%−4.01%––−4.51%
3 months *
−4.83%−5.14%––−3.15%
6 months *
+1.06%+0.40%––+4.22%
1 year
+2.54%+1.20%−5.72%+8.26 pt+0.43%
3 years
+11.65%+10.18%+9.46%+2.20 pt+12.61%
5 years
+12.89%+11.32%+7.44%+5.45 pt+11.64%
10 years
+13.76%+12.41%+12.86%+0.90 pt+13.94%
Since launch
+13.20%+13.59%+12.99%+0.21 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Financial Services TRI. * From NAVs. Source: AMFI.