← Sundaram Mutual Fund
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01629
NAV · 06-Jul-2026
₹110.6575
1M
+8.33%
6M
-1.64%
1Y (CAGR)
+4.21%
3Y (CAGR)
+13.91%
5Y (CAGR)
+14.57%
Since inception (CAGR)
+14.19%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
16.45%
Downside dev (3y)
13.02%
Max drawdown (3y)
-17.4%
Sharpe (3y)
0.45
SIP XIRR (3y)
+9.97%
SIP XIRR (5y)
+14.15%
Calendar-year returns
2020 +2.7%2021 +15.3%2022 +16.8%2023 +31.1%2024 +7.1%2025 +16.9%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹15,902 Cr
TER · AMFI officialDirect 0.89% · Regular 2.17% (2026-06-30)
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 ↗