← Sundaram Mutual Fund
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01603
NAV · 06-Jul-2026
₹29.6559
1M
+8.33%
6M
-8.86%
1Y (CAGR)
-9.92%
3Y (CAGR)
+3.28%
5Y (CAGR)
+6.49%
Since inception (CAGR)
+6.15%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
19.12%
Downside dev (3y)
18.48%
Max drawdown (3y)
-22.3%
Sharpe (3y)
-0.17
SIP XIRR (3y)
-1.63%
SIP XIRR (5y)
+3.70%
Calendar-year returns
2020 -1.3%2021 +7.3%2022 +8.7%2023 +22.0%2024 -0.7%2025 +9.1%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹15,902 Cr
Launch date10-May-2008
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility20.69
AMCSundaram Asset Management Company Ltd
Objective · To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
scheme documents ↗