Sundaram Financial Services Opportunities Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks

65.26%

Finance

23.42%

Financial Technology (Fintech)

2.92%

Capital Markets

2.35%

Others

1.12%

All Holdings

Complete list of 27 stocks, grouped by sector. Filter by industry to focus.

27 holdings68.0% top 10 weight5 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Banks 12 stocks65.26%
1	HDFC Bank Ltd	INE040A01034	Banks	15.84%	31,14,256	227.82	₹732
2	ICICI Bank Ltd	INE090A01021	Banks	11.87%	14,16,021	170.76	₹1,206
3	Axis Bank Ltd	INE238A01034	Banks	9.83%	12,17,541	141.39	₹1,161
4	State Bank of India	INE062A01020	Banks	6.83%	10,03,469	98.28	₹979
6	DCB Bank Ltd	INE503A01015	Banks	4.44%	40,33,626	63.86	₹158
8	Bank of Baroda	INE028A01039	Banks	3.80%	22,08,626	54.69	₹248
11	CSB Bank Ltd	INE679A01013	Banks	3.03%	12,79,691	43.57	₹341
12	Ujjivan Small Finance Bank Ltd	INE551W01018	Banks	2.83%	80,62,686	40.72	₹51
15	Equitas Small Finance Bank Limited	INE063P01018	Banks	2.33%	64,84,547	33.54	₹52
16	Bandhan Bank Ltd	INE545U01014	Banks	1.96%	19,90,388	28.13	₹141
17	Kotak Mahindra Bank Ltd	INE237A01036	Banks	1.79%	7,27,950	25.73	₹353
24	IndusInd Bank Ltd	INE095A01012	Banks	0.71%	1,35,116	10.17	₹752
Finance 9 stocks23.42%
5	Bajaj Finserv Ltd	INE918I01026	Finance	4.61%	4,06,364	66.31	₹1,632
7	Shriram Finance Ltd	INE721A01047	Finance	4.08%	6,72,583	58.66	₹872
9	PNB Housing Finance Ltd	INE572E01012	Finance	3.49%	6,65,351	50.24	₹755
10	Cholamandalam Financial Holdings Ltd	INE149A01033	Finance	3.18%	3,34,660	45.69	₹1,365
13	Aavas Financiers Ltd	INE216P01012	Finance	2.78%	3,71,206	40.02	₹1,078
14	REC Ltd	INE020B01018	Finance	2.40%	11,31,406	34.52	₹305
18	Power Finance Corporation Ltd	INE134E01011	Finance	1.77%	6,71,725	25.49	₹380
26	HDB Financial Services Ltd	INE756I01012	Finance	0.58%	1,50,011	8.40	₹560
27	Mahindra & Mahindra Financial Services Ltd	INE774D01024	Finance	0.53%	2,68,783	7.69	₹286
Financial Technology (Fintech) 2 stocks2.92%
19	One 97 Communications Ltd	INE982J01020	Financial Technology (Fintech)	1.51%	2,26,867	21.76	₹959
20	PB Fintech Ltd	INE417T01026	Financial Technology (Fintech)	1.41%	1,41,794	20.25	₹1,428
Capital Markets 3 stocks2.35%
22	Motilal Oswal Financial Services Ltd	INE338I01027	Capital Markets	0.88%	2,00,000	12.66	₹633
23	Angel One Ltd	INE732I01021	Capital Markets	0.86%	5,42,280	12.34	₹228
25	UTI Asset Management Co Ltd	INE094J01016	Capital Markets	0.61%	94,010	8.81	₹937
Insurance 1 stocks1.12%
21	ICICI Prudential Life Insurance Company Ltd	INE726G01019	Insurance	1.12%	3,15,840	16.09	₹510