← Sundaram Mutual Fund
Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01NB8
NAV · 06-Jul-2026
₹126.4687
1M
+8.44%
6M
-0.99%
1Y (CAGR)
+5.60%
3Y (CAGR)
+15.45%
5Y (CAGR)
+16.19%
Since inception (CAGR)
+13.97%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
16.45%
Downside dev (3y)
13.03%
Max drawdown (3y)
-17.2%
Sharpe (3y)
0.54
SIP XIRR (3y)
+11.45%
SIP XIRR (5y)
+15.76%
Calendar-year returns
2020 +3.8%2021 +17.0%2022 +18.5%2023 +33.1%2024 +8.5%2025 +18.5%
Fund facts
Fund managerRohit Seksaria · Shalav Saket
AUM₹15,902 Cr
Expense ratio0.8% · 2026-05-31
TER · AMFI officialDirect 0.89% · Regular 2.17% (2026-06-30)
Launch date10-May-2008
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗