Sundaram Financial Services Opportunities Fund

sundaram · Equity Scheme - Sectoral/ Thematic · AUM ₹1,679 cr · Book as of 2026-08

Holdings as of

Holdings: August 2026 · Returns updated 13 Sep 2026

Sectors

Equity 97.6% · Cash & others 2.4% · Total 100%

Banks

61.7%

Finance

26.5%

Financial Technology (Fintech)

5.2%

Capital Markets

2.1%

Insurance

Cash & others

2.4%


ICICI Bank Limited	Banks	11.46	197.31	−59,000	cut
Axis Bank Limited	Banks	10.05	173.06	+46,223	add
State Bank of India	Banks	8.17	140.74	0	hold
HDFC Bank Limited	Banks	7.88	135.72	0	hold
Kotak Mahindra Bank Limited	Banks	5.54	95.36	−1,06,093	cut
Bajaj Finserv Limited	Finance	5.17	89.11	−21,462	cut
DCB Bank Ltd	Banks	4.79	82.44	0	hold
Shriram Finance Limited	Finance	4.33	74.65	0	hold
PNB Housing Finance Limited	Finance	4.21	72.52	0	hold
Bank of Baroda	Banks	3.72	64.06	0	hold
Cholamandalam Financial Holdings Ltd.	Finance	3.6	62	0	hold
One 97 Communications Limited	Financial Technology (Fintech)	3.09	53.24	+54,085	add
Bandhan Bank Limited	Banks	2.88	49.53	0	hold
Aavas Financiers Limited	Finance	2.72	46.82	0	hold
CSB Bank Ltd.	Banks	2.55	43.96	0	hold
Equitas Small Finance Bank Limited	Banks	2.46	42.35	0	hold
Five-Star Business Finance Limited	Finance	2.19	37.77	0	hold
Ujjivan Small Finance Bank Limited	Banks	2.17	37.39	−8,13,696	cut
PB Fintech Limited	Financial Technology (Fintech)	2.15	37.05	0	hold
Piramal Finance Limited	Finance	1.44	24.86	+1,08,058	new
Motilal Oswal Financial Services Ltd.	Capital Markets	1.21	20.86	0	hold
Onemi Technology Solutions Limited	Finance	1.14	19.58	0	hold
Life Insurance Corporation of India	Insurance	1.06	18.31	+4,38,120	new
ICICI Prudential Life Insurance Company Ltd.	Insurance	0.95	16.33	0	hold
REC Limited	Finance	0.91	15.74	0	hold
Angel One Limited	Capital Markets	0.9	15.56	0	hold
Power Finance Corporation Limited	Finance	0.83	14.26	0	hold