70
Banking & FinancialBuy
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #6 of 31 by Smart Score
Data updated
Trailing returns
1 Year
12.6%
+5.7% vs index
3 Years
14.2%
+4.8% vs index
5 Years
14.2%
+4.4% vs index
Since launch
13.7%
Year-by-year performance
2021
+17.0%+4.0% vs index
2022
+18.5%-3.3% vs index
2023
+33.1%+20.1% vs index
2024
+8.5%+2.6% vs index
2025
+18.5%+0.7% vs index
2026
-0.5%+3.2% vs index
Why this score
Sundaram FIn Services Opp scores 70/100 — #6 of 31 Banking & Financial fund (Buy). It stands out for 5y return and 3y return — beating 88% of peers on 5y return. The main drag is its volatility (better than only 19% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
5Y return14.15% · 88th percentile in category
3Y return14.15% · 69th percentile in category
Expense ratio0.86% · 88th percentile in category
Volatility16.72 · 19th percentile in category
Sharpe ratio0.61 · 73rd percentile in category
Alpha4.27 · 73rd percentile in category
Top holdings
1.ICICI Bank Ltd12.11%
2.Axis Bank Ltd9.41%
3.HDFC Bank Ltd8.53%
4.State Bank of India8.13%
5.Bajaj Finserv Ltd5.59%
28 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.