Sundaram Financial Services Opportunities Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
11.92%
Expense Ratio
0.92%
as of 01/08/2026
AUM
₹210.88 Cr
Qtr End: Jun 26
NAV
₹120.718
as of 16/10/2026
3Y Returns (CAGR)
11.92%
Expense Ratio
0.92%
as of 01/08/2026
AUM
₹210.88 Cr
Qtr End: Jun 26
NAV
₹120.718
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.84% | -14.48% | 14.92% |
| 6M | -1.10% | -2.19% | 15.92% |
| 1Y | 0.03% | 0.03% | 18.66% |
| 3Y | 40.20% | 11.92% | 16.94% |
| 5Y | 80.36% | 12.52% | 16.89% |
Scheme Details
- Launch Date
- 10/05/2008
- Fund Age
- 18.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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