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← Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Institutional Plan - Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)ISIN INF903J01652
NAV · 22-Jan-2025
₹104.9194
1M
-3.77%
6M
-6.45%
1Y (CAGR)
+8.23%
3Y (CAGR)
+16.60%
5Y (CAGR)
+15.10%
Since inception (CAGR)
+15.18%

NAV history

70.5988.0310524-01-202222-01-2025₹104.92
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.78%
Downside dev (3y)
14.19%
Max drawdown (3y)
-16.3%
Sharpe (3y)
0.60
SIP XIRR (3y)
+16.83%
SIP XIRR (5y)
+19.04%
Calendar-year returns
2019 +27.2%2020 +3.8%2021 +17.0%2022 +18.5%2023 +33.1%2024 +8.5%

Fund facts

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