68
Banking & FinancialBuy
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #8 of 31 by Smart Score
Data updated
Trailing returns
1 Year
7.8%
+6.3% vs index
3 Years
12.5%
+5.0% vs index
5 Years
13.8%
+4.8% vs index
Since launch
13.6%
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
-0.8%+4.2% vs index
Why this score
Sundaram FIn Services Opp scores 68/100 — #8 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 23% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
5Y return13.75% · 88th percentile in category
3Y return12.52% · 69th percentile in category
Expense ratio0.92% · 85th percentile in category
Volatility16.59 · 23rd percentile in category
Sharpe ratio0.62 · 67th percentile in category
Fund size1722.04 Cr · 69th percentile in category
Top holdings
1.ICICI Bank Ltd11.46%
2.Axis Bank Ltd10.05%
3.State Bank of India8.17%
4.HDFC Bank Ltd7.88%
5.Kotak Mahindra Bank Ltd5.54%
27 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.