59
Banking & FinancialHold
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #9 of 31 by Smart Score
Data updated
Trailing returns
1 Year
2.7%
+5.1% vs index
3 Years
11.8%
+3.1% vs index
5 Years
12.4%
+4.6% vs index
Since launch
13.3%
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
-3.3%+2.6% vs index
Why this score
Sundaram FIn Services Opp scores 59/100 — #9 of 31 Banking & Financial fund (Hold). It stands out for 5y return and expense ratio — beating 88% of peers on 5y return. The main drag is its volatility (better than only 10% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
5Y return12.41% · 88th percentile in category
Volatility17.07 · 10th percentile in category
Expense ratio0.93% · 87th percentile in category
3Y return11.76% · 42nd percentile in category
Fund size1614.20 Cr · 69th percentile in category
1Y return2.71% · 78th percentile in category
Top holdings
1.ICICI Bank Ltd11.11%
2.Axis Bank Ltd10.11%
3.HDFC Bank Ltd8.4%
4.State Bank of India7.89%
5.Kotak Mahindra Bank Ltd5.87%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.