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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 2026108.5011
CategorySectoral / Thematic
PlanRegular · Growth
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₹1,373 Cr
Growth of ₹10,000₹18,0732 Sep 2021 to 2 Sep 2026
₹18,797₹16,235₹13,674₹11,113₹8,552Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,073 (+12.6% a year) Sundaram Financial Services Opportunities Fund

Performance (trailing, annualised)

1Y annualised11.11%
3Y annualised12.65%
5Y annualised12.57%
10Y annualised12.82%

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 ₹1,23,5055.44%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,04,8487.77%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,22,82612.58%

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

Calendar years

Calendar 202115.34%
Calendar 202216.78%
Calendar 202331.12%
Calendar 20247.07%
Calendar 202516.94%

Rolling returns

Rolling 1Y · average889 windows since 16 Jun 200918.01%
Rolling 1Y · median14.06%
Rolling 1Y · worst window-32.90%
Rolling 1Y · best window150.68%
Rolling 1Y · windows positive77%
Rolling 3Y · average785 windows since 20 Jun 201113.84%
Rolling 3Y · median14.82%
Rolling 3Y · worst window-11.58%
Rolling 3Y · best window41.47%
Rolling 3Y · windows positive92%
Rolling 5Y · average681 windows since 20 Jun 201313.42%
Rolling 5Y · median13.67%
Rolling 5Y · worst window-0.32%
Rolling 5Y · best window27.83%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)16.71%
Downside deviation (3Y)11.95%
Maximum drawdown-17.35%

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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