Sundaram Financial Services Opportunities Fund
Holdings
31
Concentrated
Top 10 weight
66%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation
Portfolio
5Sectors6Large positions62.7%Top: Banks0.0%Cash
Market-cap allocation
Large cap53%
Mid cap11%
Small cap25%
Asset allocation
Equity97%
Top holdings
ICICI Bank LtdEQUITY12.1%
Axis Bank LtdEQUITY9.4%
HDFC Bank LtdEQUITY8.5%
State Bank of IndiaEQUITY8.1%
Bajaj Finserv LtdEQUITY5.6%
Kotak Mahindra Bank LtdEQUITY5.5%
Shriram Finance LtdEQUITY4.2%
DCB Bank LtdEQUITY4.2%
PNB Housing Finance LtdEQUITY4.0%
Bank of BarodaEQUITY3.9%
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Portfolio read
- 97% equity.
- Large-cap exposure is 53%.
- Largest equity sector is Banks at 62.7%.
Watchpoints
- Sector concentration is elevated: Banks represents 63%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Sectoral / Thematic.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks62.7%
Finance26.8%
Capital Markets2.4%
Insurance1.0%