Sundaram Financial Services Opportunities Fund holds 34 instruments (97.04% equity), led by ICICI Bank Limited (11.11%), Axis Bank Limited (10.11%) and HDFC Bank Limited (8.4%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Sundaram Financial Services Opportunities Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 34 instruments with an equity allocation of 97.04%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Sundaram Financial Services Opportunities Fund's top 10 holdings account for 64.95% of its portfolio, more concentrated than the Thematic category average of 49.2%. Financial Services is its largest sector exposure at 97.04% of net assets, spread across 1 sector in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 0 positions, with PB Fintech Limited seeing the largest move (-0.85pp to 1.3%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| HDFC Bank Limited | 7.88% → 8.4% | ▲ +0.52 |
| Bandhan Bank Limited | 2.88% → 3.34% | ▲ +0.46 |
| Kotak Mahindra Bank Limited | 5.54% → 5.87% | ▲ +0.33 |
| Aavas Financiers Limited | 2.72% → 2.98% | ▲ +0.26 |
| Equitas Small Finance Bank Limited | 2.46% → 2.65% | ▲ +0.19 |
| PNB Housing Finance Limited | 4.21% → 4.38% | ▲ +0.17 |
| One 97 Communications Limited | 3.09% → 3.22% | ▲ +0.13 |
| Bank of Baroda | 3.72% → 3.83% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| PB Fintech Limited | 2.15% → 1.3% | ▼ -0.85 |
| Bajaj Finserv Limited | 5.17% → 4.73% | ▼ -0.44 |
| ICICI Prudential Life Insurance Company Limited | 0.95% → 0.59% | ▼ -0.36 |
| ICICI Bank Limited | 11.46% → 11.11% | ▼ -0.35 |
| State Bank of India | 8.17% → 7.89% | ▼ -0.28 |
| DCB Bank Limited | 4.79% → 4.54% | ▼ -0.25 |
| Shriram Finance Limited | 4.33% → 4.09% | ▼ -0.24 |
| REC Limited | 0.91% → 0.67% | ▼ -0.24 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ICICI Bank Limited | Financial Services | 11.11% |
| 2 | Axis Bank Limited | Financial Services | 10.11% |
| 3 | HDFC Bank Limited | Financial Services | 8.4% |
| 4 | State Bank of India | Financial Services | 7.89% |
| 5 | Kotak Mahindra Bank Limited | Financial Services | 5.87% |
| 6 | Bajaj Finserv Limited | Financial Services | 4.73% |
| 7 | DCB Bank Limited | Financial Services | 4.54% |
| 8 | PNB Housing Finance Limited | Financial Services | 4.38% |
| 9 | Shriram Finance Limited | Financial Services | 4.09% |
| 10 | Bank of Baroda | Financial Services | 3.83% |
| 11 | Cholamandalam Financial Holdings Limited | Financial Services | 3.58% |
| 12 | Bandhan Bank Limited | Financial Services | 3.34% |
| 13 | One 97 Communications Limited | Financial Services | 3.22% |
| 14 | Aavas Financiers Limited | Financial Services | 2.98% |
| 15 | Equitas Small Finance Bank Limited | Financial Services | 2.65% |
| 16 | CSB Bank Limited | Financial Services | 2.47% |
| 17 | Ujjivan Small Finance Bank Limited | Financial Services | 2.26% |
| 18 | Five-Star Business Finance Limited | Financial Services | 2.26% |
| 19 | TREPStreps | — | 2.03% |
| 20 | Piramal Finance Limited | Financial Services | 1.37% |
| 21 | PB Fintech Limited | Financial Services | 1.3% |
| 22 | Motilal Oswal Financial Services Limited | Financial Services | 1.23% |
| 23 | OnEMI Technology Solutions Limited | Financial Services | 1.12% |
| 24 | 364 Days Treasury Billtbill | — | 1.07% |
| 25 | Life Insurance Corporation Of India | Financial Services | 1.07% |
| 26 | Angel One Limited | Financial Services | 0.92% |
| 27 | Power Finance Corporation Limited | Financial Services | 0.86% |
| 28 | REC Limited | Financial Services | 0.67% |
| 29 | ICICI Prudential Life Insurance Company Limited | Financial Services | 0.59% |
| 30 | ICICI Prudential Life Insurance Company Ltdother | — | 0.28% |
| 31 | REC Ltd (Prev : Rural Electrification Corporation Ltd)other | — | 0.23% |
| 32 | IIFL Finance Limited | Financial Services | 0.2% |
| 33 | Margin Money For Derivativesother | — | 0.02% |
| 34 | Cash and Other Net Current Assets^other | — | -0.7% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.