Sundaram Financial Services Opportunities Fund
Holdings
31
Concentrated
Top 10 weight
66%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
5Sectors
6Large positions
62.7%Top: Banks
0.0%Cash
Market-cap allocation
Large cap53%
Mid cap11%
Small cap25%
Asset allocation
Equity97%
Debt1%
Top holdings
ICICI Bank LtdEQUITY
12.1%Axis Bank LtdEQUITY
9.4%HDFC Bank LtdEQUITY
8.5%State Bank of IndiaEQUITY
8.1%Bajaj Finserv LtdEQUITY
5.6%Kotak Mahindra Bank LtdEQUITY
5.5%Shriram Finance LtdEQUITY
4.2%DCB Bank LtdEQUITY
4.2%PNB Housing Finance LtdEQUITY
4.0%Bank of BarodaEQUITY
3.9%3.8%
Bandhan Bank LtdEQUITY
3.1%Aavas Financiers LtdEQUITY
3.0%2.7%
2.6%
CSB Bank LtdEQUITY
2.5%2.3%
2.0%
PB Fintech LtdEQUITY
1.9%TREPSDERIVATIVE
1.7%1.2%
REC LtdEQUITY
1.1%1.1%
1.0%
1.0%
0.97%
Angel One LtdEQUITY
0.96%0.62%
Cash and Other Net Current Assets^DERIVATIVE
0.43%0.40%
0.04%
AI Smart summary
Portfolio read
- 97% equity, 1% debt.
- 31 disclosed positions across 5 classified equity sectors.
- Largest equity sector is Banks at 62.7% of the portfolio.
Watchpoints
- Top 10 positions account for 66%, indicating high portfolio concentration.
- Sector concentration is elevated: Banks represents 63%.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
62.7%
26.8%
3.9%
2.4%
1.0%