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OmniAsset › Mutual funds › Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty Financial Services TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202629.078
CategorySectoral / Thematic
PlanRegular · Idcw
Launched10 May 2008
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Financial Services TRI
Expense ratiodirect plan, a year2.19%
AUM₹31.9 Cr
Growth of ₹10,000₹12,5372 Sep 2021 to 2 Sep 2026
₹14,964₹13,361₹11,758₹10,155₹8,552Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,537 (+4.6% a year) Sundaram Financial Services Opportunities Fund

Performance (trailing, annualised)

1Y annualised-3.96%
3Y annualised2.15%
5Y annualised4.63%
10Y annualised4.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,832-7.86%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,735-2.61%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,43,1322.74%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20217.34%
Calendar 20228.66%
Calendar 202321.96%
Calendar 2024-0.74%
Calendar 20259.09%

Rolling returns

Rolling 1Y · average889 windows since 16 Jun 20099.61%
Rolling 1Y · median7.46%
Rolling 1Y · worst window-45.38%
Rolling 1Y · best window99.29%
Rolling 1Y · windows positive63%
Rolling 3Y · average785 windows since 20 Jun 20116.56%
Rolling 3Y · median7.48%
Rolling 3Y · worst window-17.69%
Rolling 3Y · best window27.19%
Rolling 3Y · windows positive82%
Rolling 5Y · average681 windows since 20 Jun 20136.62%
Rolling 5Y · median6.69%
Rolling 5Y · worst window-6.36%
Rolling 5Y · best window20.58%
Rolling 5Y · windows positive91%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.34%
Downside deviation (3Y)15.40%
Maximum drawdown-22.31%

Management

Fund managerMr. Rohit Seksaria, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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