Sundaram Financial Services Opportunities Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
15.51%
Expense Ratio
0.86%
as of 01/07/2026
AUM
₹224.78 Cr
Qtr End: Mar 26
NAV
₹126.632
as of 17/07/2026
3Y Returns (CAGR)
15.51%
Expense Ratio
0.86%
as of 01/07/2026
AUM
₹224.78 Cr
Qtr End: Mar 26
NAV
₹126.632
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.74% | 15.82% | 16.91% |
| 6M | -0.09% | -0.17% | 23.06% |
| 1Y | 5.98% | 5.98% | 17.85% |
| 3Y | 54.11% | 15.51% | 16.66% |
| 5Y | 103.68% | 15.29% | 16.84% |
Scheme Details
- Launch Date
- 10/05/2008
- Fund Age
- 18.2 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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