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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01MZ9

NAV · 06-Jul-2026

₹34.4879

+8.44%

-8.24%

1Y (CAGR)

-8.63%

3Y (CAGR)

+4.71%

5Y (CAGR)

+8.02%

Since inception (CAGR)

+6.98%

NAV history

hover for values

Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

19.10%

Downside dev (3y)

18.53%

Max drawdown (3y)

-20.6%

Sharpe (3y)

-0.09

SIP XIRR (3y)

-0.24%

SIP XIRR (5y)

+5.23%

Calendar-year returns

2020 +0.0%2021 +8.9%2022 +10.3%2023 +23.8%2024 +0.6%2025 +10.6%

Fund facts

Fund managerRohit Seksaria · Shalav Saket

AUM₹15,902 Cr

Expense ratio0.8% · 2026-05-31

Launch date10-May-2008

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility21.83

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 ↗