{"id":241311,"date":"2026-09-10T14:10:20","date_gmt":"2026-09-10T08:40:20","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T14:10:20","modified_gmt":"2026-09-10T08:40:20","slug":"sundaram-fin-serv-opp-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/","title":{"rendered":"Sundaram Fin Serv Opp Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-fin-serv-opp-fund-g-direct-plan\">Sundaram Fin Serv Opp Fund Direct Growth Plan<\/a> has a NAV of \u20b9123.6174 as of 09 Sep 2026 and scheme AUM of \u20b91,678 Cr. Its 1-year, 3-year and 5-year returns are 10.7%, 12.9% and 14.07% respectively, and the scheme carries a High Risk profile.<\/p>\n<p>Our view is that this fund suits investors who can tolerate sharp swings in a banking and financial-services focused portfolio and are comfortable with a return pattern that has been steadier over longer periods than in the very short term. The 5-year record is stronger than the benchmark, while recent returns have been softer than the medium-term trend.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Sundaram_Fin_Serv_Opp\" title=\"Should you BUY or HOLD Sundaram Fin Serv Opp?\">Should you BUY or HOLD Sundaram Fin Serv Opp?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-fin-serv-opp-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9123.6174 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,678 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.77%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>02 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Rohit Seksaria<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Rohit Seksaria.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.41%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>5.81%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>10.7%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>12.9%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>14.07%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has held up better than the benchmark over every listed horizon, and the gap is especially visible at 1 year and 5 years. That tells us the portfolio has done a better job of compounding than the index over time, even though the journey has not been smooth.<\/p>\n<p>The shorter window is less consistent. The 1-month return was negative, yet still ahead of the benchmark\u2019s deeper fall, while the 3-month return improved more sharply than the index. That mix suggests the fund can recover quickly, but it also shows that month-to-month moves can be choppy.<\/p>\n<p>Over 3 years and 5 years, the return pattern is better than the benchmark and more durable than the recent 1-month dip might imply. For long-term investors, that matters more than one weak stretch. For shorter-horizon investors, the recent softness is still a reminder that the ride may remain uneven.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Sundaram_Fin_Serv_Opp\"><\/span>Should you BUY or HOLD Sundaram Fin Serv Opp?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Sundaram Fin Serv Opp? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-fin-serv-opp-fund-g-direct-plan\">Sundaram Fin Serv Opp Fund Direct Growth Plan<\/a><\/td>\n<td>10.7%<\/td>\n<td>12.9%<\/td>\n<td>14.07%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>71.49%<\/td>\n<td>36.55%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>30.08%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.85%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.6%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>27.47%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is well below the strongest peer readings listed here, but its longer-term numbers are more useful than the short-term gap. On 3 years and 5 years, it stands above peers with available data for the same horizons, which suggests a steadier compounding profile rather than a one-period surge.<\/p>\n<p>The peer set also tells a split story. Several peers show very strong recent 1-year numbers, while only one peer offers a 3-year reading and none of the listed peers provide a comparable 5-year figure except the current fund. That makes the fund\u2019s longer record more relevant than its recent relative lag, though the short-term comparison still shows it has not matched the sharp recent momentum seen elsewhere.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>12.11%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>9.41%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>8.53%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>8.13%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finserv Ltd<\/td>\n<td>Finance<\/td>\n<td>5.59%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>5.53%<\/td>\n<\/tr>\n<tr>\n<td>DCB Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>4.19%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>4.19%<\/td>\n<\/tr>\n<tr>\n<td>PNB Housing Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>3.96%<\/td>\n<\/tr>\n<tr>\n<td>Bank of Baroda<\/td>\n<td>Bank<\/td>\n<td>3.88%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 65.52% of the portfolio. To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-fin-serv-opp-fund-g-direct-plan\">Sundaram Fin Serv Opp Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd, carries a 12.11% weight, so it is likely to have greater influence than any other single position. The weight then drops to 9.41% in Axis Bank Ltd and 8.53% in HDFC Bank Ltd, which keeps the top end of the portfolio fairly close together.<\/p>\n<p>The fall from the largest holding to the tenth is gradual rather than abrupt, ending at 3.88% for Bank of Baroda. That pattern suggests the fund is not relying on just one or two names, although the banking theme is still clear across the largest positions.<\/p>\n<p>With 65.52% of the portfolio represented by the top 10 holdings out of 28 disclosed positions, the exposure looks meaningfully concentrated in a relatively short list. That concentration may support stronger conviction in the core holdings, but it also means changes in a handful of financial stocks could affect results more noticeably.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can handle High Risk exposure and are comfortable with a portfolio dominated by banks and finance names. The 1-year number is positive but less impressive than the longer record, so it may appeal more to investors who can stay invested through softer patches than to those looking for a smooth ride.<\/p>\n<p>A longer horizon matters here. The 3-year and 5-year returns are stronger than the benchmark, which supports a patient approach, while the recent 1-month dip shows that short-term volatility remains part of the experience. The key trade-off is between the fund\u2019s better long-term compounding and the uneven path that comes with a concentrated financial-services style portfolio.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The exit load is 0.50% if units are sold on or before 30 days, and there is no exit load after 30 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Sundaram Fin Serv Opp Fund Direct Growth Plan?<\/strong><br \/>The NAV is \u20b9123.6174 as of 09 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The returns are 10.7% for 1 year, 12.9% for 3 years and 14.07% for 5 years.<\/p>\n<p><strong>How does the fund compare with the benchmark?<\/strong><br \/>It has beaten the benchmark across 1 month, 3 months, 1 year, 3 years and 5 years. The longer horizons show the clearest advantage.<\/p>\n<p><strong>How does it compare with the listed peer funds?<\/strong><br \/>Its 1-year return is lower than several of the listed peers, but its 3-year and 5-year numbers are stronger than the peer figures available for those horizons. That gives it a more balanced long-term profile than a pure short-term momentum story.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the risk profile?<\/strong><br \/>Rohit Seksaria manages the fund. The scheme is tagged High Risk, and its portfolio is heavily tilted toward banks and finance companies.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Sundaram Fin Serv Opp Fund Direct Growth Plan shows a clearer long-term case than a short-term one. Its recent return pattern has been uneven, but the 3-year and 5-year figures remain ahead of the benchmark, and the listed peer comparisons are more mixed in the near term than over longer horizons.<\/p>\n<p>The fund\u2019s High Risk tag and banking-heavy top holdings mean it is better suited to investors who can tolerate volatility and stay invested for long enough for compounding to matter. The main attraction is the stronger long-run record; the main trade-off is concentration in financial-services names and the possibility of sharper swings along the way.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 2:08 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Sundaram Fin Serv Opp Fund Direct Growth Plan\",\"identifier\":\"sundaram-fin-serv-opp-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"02 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":123.6174,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1678 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.77\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":10.7},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":12.9},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":14.07},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Rohit Seksaria\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Sundaram Fin Serv Opp Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b9123.6174 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The returns are 10.7% for 1 year, 12.9% for 3 years and 14.07% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has beaten the benchmark across 1 month, 3 months, 1 year, 3 years and 5 years. The longer horizons show the clearest advantage.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the listed peer funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than several of the listed peers, but its 3-year and 5-year numbers are stronger than the peer figures available for those horizons. That gives it a more balanced long-term profile than a pure short-term momentum story.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the risk profile?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Rohit Seksaria manages the fund. The scheme is tagged High Risk, and its portfolio is heavily tilted toward banks and finance companies.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sundaram Fin Serv Opp Fund Direct Growth Plan has a NAV of \u20b9123.6174 as of 09 Sep 2026, with 1-year, 3-year and 5-year returns of 10.7%, 12.9% and 14.07%.<\/p>\n","protected":false},"author":38,"featured_media":241307,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241307"],"rank_math_title":["Sundaram Fin Serv Opp Fund NAV &amp; Returns Review"],"rank_math_description":["Sundaram Fin Serv Opp Fund Direct Growth Plan NAV \u20b9123.6174 and 5Y return 14.07%. Review the fund\u2019s performance and portfolio."],"rank_math_focus_keyword":["Sundaram Fin Serv Opp Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Sundaram_Fin_Serv_Opp_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241311","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241311"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241311\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241307"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}