Fund Report

All about this fund under one free report Last Updated: 29-Apr-2026

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Sundaram Financial Services Opportunities Fund Institutional-Growth

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Value Research Rating

Unrated

Our Opinion

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NAV-Growth

₹104.9194

As on 22-Jan-2025

Returns

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Calculate SIP Returns of Sundaram Financial Services Opportunities Fund Institutional-Growth

Upfront Investment

₹

Monthly SIP Amount

₹

Investment Duration

years
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Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

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Portfolio of Sundaram Financial Services Opportunities Fund Institutional-Growth

Asset Allocation

Split between different types of investments

Market Cap Weightage

Split between categories of Equity investments

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown arrow

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
SBI Banking & Financial Services Fund - Regular Plan Invest Online
4 star
unlock fund advisor
Very High
1.77
Nippon India Banking & Financial Services Fund Invest Online
5 star
unlock fund advisor
Very High
1.85
Invesco India Financial Services Fund - Regular Plan Invest Online
4 star
unlock fund advisor
Very High
2.11
Sundaram Financial Services Opportunities Fund - Regular Plan
4 star
unlock fund advisor
Very High
2.11
ICICI Prudential Banking and Financial Services Fund Invest Now
3 star
unlock fund advisor
Very High
1.82
Detailed Comparison arrow

Other details of Sundaram Financial Services Opportunities Fund Institutional-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

More Details arrow
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About Sundaram Financial Services Opportunities Fund Institutional-Growth

Sundaram Financial Services Opportunities Fund Institutional-Growth is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on June 16, 2008, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹1,439 Cr.

Sundaram Financial Services Opportunities Fund - Institutional Plan is mandated to invest at least 80 per cent of its assets in the shares of banks and financial services companies. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Nobody should invest in Banking funds in our opinion, because:

  • They have a narrow focus on only financial services companies
  • Instead, diversified equity funds which invest across sectors are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Latest news on Sundaram Financial Services Opportunities Fund Institutional-Growth

fund-manager-changes-in-various-schemes-of-sundaram-mutual-fund

Fund manager changes in various schemes of Sundaram Mutual Fund

2 min read•By  News Desk

sundaram-growth-fund-declares-dividend-at-rs-1-5-per-unit

Sundaram Growth Fund declares dividend at Rs 1.5 per unit

1 min read•By  News Desk

sundaram-mutual-fund-change-in-load-structure

Sundaram Mutual Fund: Change in Load Structure

1 min read•By  News Desk

niche-offerings

Niche Offerings

1 min read•By  Research Desk

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FAQ for Sundaram Financial Services Opportunities Fund Institutional-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Financial Services Opportunities Fund Institutional-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Financial Services Opportunities Fund Institutional-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Sundaram Financial Services Opportunities Fund Institutional-Growth, is ₹104.9194 as of 29-Apr-2026.

Over the past five years, Sundaram Financial Services Opportunities Fund Institutional-Growth has delivered an annualised return of --% as of 29-Apr-2026.

The minimum investment required to start investing in Sundaram Financial Services Opportunities Fund Institutional-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.