2022 मध्ये गुंतवणूक करण्यासाठी 5 सर्वोत्तम आर्थिक क्षेत्रातील म्युच्युअल फंड | Fincash.com

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भारतातील आर्थिक म्युच्युअल फंड
फायनान्शिअल म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
सर्वोच्च कामगिरी करणारे सर्वोत्कृष्ट वित्तीय म्युच्युअल फंड FY 22 - 23
Top 5 Equity - Sectoral Funds

बेस्ट फायनान्शियल म्युच्युअल फंड 2022

Updated on April 20, 2025 , 15729 views

एक आर्थिकम्युच्युअल फंड क्षेत्राचा एक भाग आहेतइक्विटी फंड. हे फंड 'बँकिंग आणि फायनान्शियल सर्व्हिसेस फंड' म्हणूनही ओळखले जातात. या निधीचे उद्दिष्ट निर्माण करणे हे आहेउत्पन्न द्वारेगुंतवणूक बँकिंग क्षेत्र आणि वित्तीय उद्योगाला पुरविणाऱ्या कंपन्यांच्या स्टॉक्स/शेअर्समध्ये. तर, गुंतवणुकीसाठी सर्वोत्कृष्ट आर्थिक म्युच्युअल फंडांसह, आर्थिक निधीची भविष्यातील क्षमता समजून घेऊया.

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भारतातील आर्थिक म्युच्युअल फंड

द्वारे जाहीर झालेल्या जुलै 2017 च्या आकडेवारीवर नजर टाकली तरसेबी, बँकिंग आणिक्षेत्र निधी सर्वात पसंतीचे होते. डेटा दाखवते कीबँक आणि वित्त- दोन आघाडीच्या क्षेत्रांनी शेअर AUM मध्ये मोठी वाढ दर्शविली आहे.

जुलै २०१७ च्या आकडेवारीनुसार, आघाडीचे क्षेत्र असलेल्या बँकिंग क्षेत्राची AUM अवघ्या सहा महिन्यांत 20.9 टक्क्यांवरून 22.6 टक्क्यांवर गेली आहे.

फायनान्शिअल म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?

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सुरु करूया

उत्कृष्ट कामगिरी करणारे सर्वोत्कृष्ट वित्तीय म्युच्युअल फंड FY 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth	₹130.16 ↑ 0.36	₹9,008	12	5.9	18.9	16.9	24.9	11.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹59.77 ↑ 0.23	₹3,248	14.3	6.5	15.5	17.4	25.8	8.7
Invesco India Financial Services Fund Growth	₹132.02 ↑ 0.59	₹1,208	10.3	4.6	18.7	20.7	25.3	19.8
UTI Banking and Financial Services Fund Growth	₹187.112 ↑ 0.69	₹1,211	15.6	8.2	19.3	18.8	24.8	11.1
Sundaram Financial Services Opportunities Fund Growth	₹103.864 ↑ 0.15	₹1,415	14.1	7.3	15.8	21.9	26.4	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25

जेव्हा आपण भारताच्या बँकिंग आणि वित्त क्षेत्राबद्दल बोलतो, तेव्हा आपल्याकडे अनेक प्रमुख खेळाडू आहेतआयसीआयसीआय बँक Ltd, HDFC Bank Ltd, State Bank of India, Yes Bank Ltd, Axis Bank Ltd, इ. भारतीय बँकिंग प्रणालीमध्ये 26 खाजगी क्षेत्रातील बँका, 27 सार्वजनिक क्षेत्रातील बँका, 1,574 नागरी सहकारी बँका, 56 प्रादेशिक ग्रामीण बँका, 46 विदेशी बँका आहेत. आणि सहकारी पतसंस्थांच्या व्यतिरिक्त 93,913 ग्रामीण सहकारी बँका.

बँकिंग आणि वित्तीय उद्योगात कार्यरत असलेल्या कंपन्या अत्यंत नियमन केलेल्या असतात. बर्‍याच चांगल्या कंपन्यांचे उद्दिष्ट सातत्यपूर्ण कामगिरी आणि वर्षानुवर्षे परतावा देण्याचे असते, परिणामी, सेक्टर फंडांमध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांसाठी यामुळे आत्मविश्वास निर्माण होतो. तथापि, अशा फंडांचे जोखीम घटक नेहमी लक्षात ठेवावेत. हे फंड, कधीतरी, दोन टोकांवर असू शकतात, ते चांगले परतावा देऊ शकतात आणि काहीवेळा वाईट कामगिरी देखील करू शकतात. त्यामुळे अशा सेक्टर फंडांमध्ये गुंतवणूक करण्याचा विचार करणाऱ्या गुंतवणूकदारांनी उच्च-जोखीम भूक आणि दीर्घ कालावधीसाठी गुंतवणूक केली पाहिजे. तद्वतच, वैविध्यपूर्ण हेतूने अशा फंडांमध्ये गुंतवणूक करावी.

1. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch. Return for 2024 was 11.6% , 2023 was 17.9% and 2022 was 11.9% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (22 Apr 25)	₹130.16 ↑ 0.36 (0.28 %)
Net Assets (Cr)	₹9,008 on 31 Mar 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.98
Sharpe Ratio	0.59
Information Ratio	0.07
Alpha Ratio	-4.45
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,701
31 Mar 22	₹19,901
31 Mar 23	₹21,205
31 Mar 24	₹26,444
31 Mar 25	₹30,205

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

Duration	Returns
1 Month	7.6%
3 Month	12%
6 Month	5.9%
1 Year	18.9%
3 Year	16.9%
5 Year	24.9%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.6%
2023	17.9%
2022	11.9%
2021	23.5%
2020	-5.5%
2019	14.5%
2018	-0.4%
2017	45.1%
2016	21.1%
2015	-7.2%

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Roshan Chutkey	29 Jan 18	7.09 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	92.1%
Industrials	0.18%
Technology	0.07%

Asset Allocation

Asset Class	Value
Cash	7.65%
Equity	92.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	21%	₹1,887 Cr	10,891,127
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	18%	₹1,619 Cr	13,445,003
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	8%	₹730 Cr	7,188,596 ↑ 173,125
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	6%	₹568 Cr	8,244,914 ↑ 1,706,850
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	5%	₹477 Cr	3,332,802 ↑ 255,647
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| INDUSINDBK	5%	₹433 Cr	4,371,007
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| HDFCLIFE	4%	₹330 Cr	5,423,546 ↑ 984,400
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| KOTAKBANK	3%	₹284 Cr	1,491,184 ↓ -480,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIGI	3%	₹236 Cr	1,396,761 ↑ 311,863
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| 500271	2%	₹169 Cr	1,697,397 ↑ 34,116

2. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch. Ranked 3 in Sectoral category. Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund Growth
Launch Date	14 Dec 13
NAV (22 Apr 25)	₹59.77 ↑ 0.23 (0.39 %)
Net Assets (Cr)	₹3,248 on 31 Mar 25
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	0.33
Information Ratio	0.03
Alpha Ratio	-9.7
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,760
31 Mar 22	₹19,860
31 Mar 23	₹20,711
31 Mar 24	₹27,001
31 Mar 25	₹30,038

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

Duration	Returns
1 Month	8.5%
3 Month	14.3%
6 Month	6.5%
1 Year	15.5%
3 Year	17.4%
5 Year	25.8%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.7%
2023	21.7%
2022	11.5%
2021	16.8%
2020	1.1%
2019	14.9%
2018	-2.4%
2017	47.6%
2016	15.7%
2015	-0.5%

Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund

Name	Since	Tenure
Dhaval Gala	26 Aug 15	9.52 Yr.
Dhaval Joshi	21 Nov 22	2.28 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	97.02%
Technology	1.09%

Asset Allocation

Asset Class	Value
Cash	1.89%
Equity	98.11%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| ICICIBANK	20%	₹601 Cr	4,993,129
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| HDFCBANK	19%	₹578 Cr	3,336,948
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	7%	₹199 Cr	233,725
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹196 Cr	1,927,100
State Bank of India (Financial Services) Equity, Since 31 Oct 17 \| SBIN	5%	₹162 Cr	2,351,492
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	4%	₹110 Cr	667,972
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	3%	₹97 Cr	1,577,700
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| KOTAKBANK	3%	₹89 Cr	469,972
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	2%	₹74 Cr	1,308,861
Repco Home Finance Ltd (Financial Services) Equity, Since 31 Dec 13 \| 535322	2%	₹58 Cr	1,751,838 ↓ -180,986

3. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch. Ranked 5 in Sectoral category. Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund Growth
Launch Date	14 Jul 08
NAV (22 Apr 25)	₹132.02 ↑ 0.59 (0.45 %)
Net Assets (Cr)	₹1,208 on 31 Mar 25
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	0.48
Information Ratio	0.48
Alpha Ratio	-5.98
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,232
31 Mar 22	₹18,053
31 Mar 23	₹19,068
31 Mar 24	₹26,174
31 Mar 25	₹29,776

Invesco India Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

Duration	Returns
1 Month	7.9%
3 Month	10.3%
6 Month	4.6%
1 Year	18.7%
3 Year	20.7%
5 Year	25.3%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.8%
2023	26%
2022	12.8%
2021	14%
2020	2.4%
2019	21.2%
2018	-0.3%
2017	45.2%
2016	10.4%
2015	-2.1%

Fund Manager information for Invesco India Financial Services Fund

Name	Since	Tenure
Dhimant Kothari	1 Jun 18	6.75 Yr.
Hiten Jain	19 May 20	4.79 Yr.

Data below for Invesco India Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	94.38%
Health Care	1.22%
Technology	0.93%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	21%	₹232 Cr	1,927,995
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	20%	₹217 Cr	1,251,578 ↑ 131,127
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	6%	₹66 Cr	645,964
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	5%	₹58 Cr	838,841
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jul 17 \| CHOLAFIN	3%	₹35 Cr	248,287 ↑ 21,739
Shriram Finance Ltd (Financial Services) Equity, Since 28 Feb 25 \| SHRIRAMFIN	3%	₹32 Cr	518,214 ↑ 518,214
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	3%	₹30 Cr	202,712
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCAMC	3%	₹29 Cr	78,652 ↓ -30,996
Muthoot Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| 533398	3%	₹28 Cr	129,828 ↑ 14,519
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| 590003	2%	₹27 Cr	1,332,287

4. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch. Ranked 20 in Sectoral category. Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund Growth
Launch Date	7 Apr 04
NAV (22 Apr 25)	₹187.112 ↑ 0.69 (0.37 %)
Net Assets (Cr)	₹1,211 on 31 Mar 25
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.28
Sharpe Ratio	0.55
Information Ratio	0.29
Alpha Ratio	-6.11
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,413
31 Mar 22	₹18,931
31 Mar 23	₹20,398
31 Mar 24	₹25,837
31 Mar 25	₹29,643

UTI Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

Duration	Returns
1 Month	7.9%
3 Month	15.6%
6 Month	8.2%
1 Year	19.3%
3 Year	18.8%
5 Year	24.8%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	19.5%
2022	15.1%
2021	14.3%
2020	-5.3%
2019	11.6%
2018	-6.8%
2017	43.5%
2016	13%
2015	-11.3%

Fund Manager information for UTI Banking and Financial Services Fund

Name	Since	Tenure
Preethi S	2 May 22	2.83 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	95.39%
Technology	0.08%

Asset Allocation

Asset Class	Value
Cash	4.54%
Equity	95.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 04 \| ICICIBANK	18%	₹202 Cr	1,675,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	16%	₹174 Cr	1,005,927
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| 532215	6%	₹68 Cr	670,000
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 24 \| SHRIRAMFIN	5%	₹61 Cr	983,680
India Shelter Finance Corporation Ltd (Financial Services) Equity, Since 31 Dec 23 \| INDIASHLTR	5%	₹52 Cr	714,617
State Bank of India (Financial Services) Equity, Since 28 Feb 18 \| SBIN	5%	₹52 Cr	750,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 19 \| 500034	4%	₹49 Cr	57,257 ↑ 15,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCLIFE	4%	₹42 Cr	697,890
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| 590003	3%	₹38 Cr	1,876,541
Max Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| 500271	3%	₹31 Cr	314,018

5. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Growth
Launch Date	10 Jun 08
NAV (22 Apr 25)	₹103.864 ↑ 0.15 (0.14 %)
Net Assets (Cr)	₹1,415 on 31 Mar 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.24
Sharpe Ratio	0.15
Information Ratio	0.62
Alpha Ratio	-10.88
Min Investment	100,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,095
31 Mar 22	₹18,755
31 Mar 23	₹20,630
31 Mar 24	₹28,468
31 Mar 25	₹30,814

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

Duration	Returns
1 Month	10.3%
3 Month	14.1%
6 Month	7.3%
1 Year	15.8%
3 Year	21.9%
5 Year	26.4%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.1%
2023	31.1%
2022	16.8%
2021	15.3%
2020	2.7%
2019	26.4%
2018	-3.7%
2017	33.3%
2016	12.8%
2015	-9%

Fund Manager information for Sundaram Financial Services Opportunities Fund

Name	Since	Tenure
Rohit Seksaria	30 Dec 17	7.17 Yr.
Ashish Aggarwal	1 Jan 22	3.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	94.17%

Asset Allocation

Asset Class	Value
Cash	3.84%
Equity	95.06%
Debt	1.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 08 \| HDFCBANK	18%	₹241 Cr	1,390,056 ↑ 7,660
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	12%	₹161 Cr	1,339,673 ↑ 10,584
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	10%	₹128 Cr	1,259,449
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	5%	₹65 Cr	949,469 ↑ 64,175
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	5%	₹64 Cr	1,036,445
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| INDUSINDBK	4%	₹60 Cr	601,270
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 18 \| 500034	4%	₹58 Cr	68,102 ↓ -5,238
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	4%	₹49 Cr	15,383,384 ↑ 412,458
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 30 Jun 20 \| CSBBANK	4%	₹48 Cr	1,697,765 ↑ 3,396
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	4%	₹47 Cr	616,144 ↑ 39,470

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.