Portfolio Holdings
As of 30 Jun 2026
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Sundaram Financial Services Opportunities Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
63.53%
Finance
24.26%
Financial Technology (Fintech)
3.31%
Capital Markets
2.72%
Others
0.92%

All Holdings

Complete list of 26 stocks, grouped by sector. Filter by industry to focus.

26 holdings66.2% top 10 weight5 sectors
#Stock% of NAVValue (₹Cr)
Banks 11 stocks63.53%
1HDFC Bank Ltd14.78%248.50
2ICICI Bank Ltd11.58%194.73
3Axis Bank Ltd9.74%163.84
4State Bank of India6.13%103.05
7DCB Bank Ltd4.16%69.97
9Bank of Baroda3.58%60.16
12Kotak Mahindra Bank Ltd3.19%53.71
13Ujjivan Small Finance Bank Ltd2.83%47.61
14CSB Bank Ltd2.59%43.49
15Equitas Small Finance Bank Limited2.53%42.61
16Bandhan Bank Ltd2.42%40.64
Finance 9 stocks24.26%
5Bajaj Finserv Ltd4.79%80.59
6Shriram Finance Ltd4.17%70.09
8PNB Housing Finance Ltd3.90%65.56
10Aavas Financiers Ltd3.36%56.45
11Cholamandalam Financial Holdings Ltd3.30%55.45
17Five-Star Business Finance Ltd2.12%35.66
21Power Finance Corporation Ltd1.07%18.00
23REC Ltd1.05%17.71
26Mahindra & Mahindra Financial Services Ltd0.50%8.49
Financial Technology (Fintech) 2 stocks3.31%
18One 97 Communications Ltd1.74%29.22
19PB Fintech Ltd1.57%26.42
Capital Markets 3 stocks2.72%
20Motilal Oswal Financial Services Ltd1.13%19.03
22Angel One Ltd1.07%17.93
25UTI Asset Management Co Ltd0.52%8.79
Insurance 1 stocks0.92%
24ICICI Prudential Life Insurance Company Ltd0.92%15.41