OriginFunds
← Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)ISIN INF903J01637
NAV · 06-Jan-2025
₹33.8495
1M
-5.15%
6M
-11.22%
1Y (CAGR)
-0.38%
3Y (CAGR)
+9.30%
5Y (CAGR)
+8.80%
Since inception (CAGR)
+7.62%

NAV history

26.0731.1036.1307-01-202206-01-2025₹33.85
 hover for values

Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
18.83%
Downside dev (3y)
18.61%
Max drawdown (3y)
-16.8%
Sharpe (3y)
0.15
SIP XIRR (3y)
+9.50%
SIP XIRR (5y)
+11.97%
Calendar-year returns
2019 +20.0%2020 +0.1%2021 +8.9%2022 +10.3%2023 +23.8%2024 +0.6%

Fund facts

Launch date10-May-2008
Min lumpsum5000
AMCSundaram Asset Management Company Ltd