Sundaram Financial Services Opportunities Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
13.12%
Expense Ratio
0.92%
as of 01/08/2026
AUM
₹210.88 Cr
Qtr End: Jun 26
NAV
₹124.256
as of 02/09/2026
3Y Returns (CAGR)
13.12%
Expense Ratio
0.92%
as of 01/08/2026
AUM
₹210.88 Cr
Qtr End: Jun 26
NAV
₹124.256
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 6.74% | 29.82% | 15.83% |
| 6M | 3.82% | 7.79% | 22.26% |
| 1Y | 11.61% | 11.61% | 18.15% |
| 3Y | 44.73% | 13.12% | 16.79% |
| 5Y | 91.64% | 13.89% | 16.85% |
Scheme Details
- Launch Date
- 10/05/2008
- Fund Age
- 18.3 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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