Sundaram Financial Services Opportunities Fund
Sundaram Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
31
Concentrated
Top 10 weight
66%
Concentration
Active share
86%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
7Sectors
16High-conviction bets
64%Top sector wt.
-Cash
Market-cap allocation
Large cap55%
Mid cap11%
Small cap25%
Asset allocation
Asset mix not available.
Top holdings
HDFC Bank LtdEQUITY
14.6%ICICI Bank LtdEQUITY
11.2%Axis Bank LtdEQUITY
9.9%State Bank of IndiaEQUITY
6.1%Bajaj Finserv LtdEQUITY
4.8%DCB Bank LtdEQUITY
4.2%PNB Housing Finance LtdEQUITY
4.1%Shriram Finance LtdEQUITY
4.0%Bank of BarodaEQUITY
3.7%3.3%
Kotak Mahindra Bank LtdEQUITY
3.3%Aavas Financiers LtdEQUITY
3.1%2.9%
CSB Bank LtdEQUITY
2.8%2.8%
Bandhan Bank LtdEQUITY
2.6%2.0%
1.8%
PB Fintech LtdEQUITY
1.5%REC LtdEQUITY
1.5%Angel One LtdEQUITY
1.2%1.1%
1.1%
1.1%
364 Days - T Bill - 20/05/2027Sovereign
1.1%1.0%
0.6%
TREPSCASH_EQUIVALENT
0.5%0.3%
0.3%
Cash and Other Net Current Assets^CASH_EQUIVALENT
0.2%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- High top-10 concentration (66%).
- Concentrated in Banks - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
64.0%
25.8%
3.3%
3.2%
1.1%
1.0%