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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 202633.8846
CategorySectoral / Thematic
PlanDirect · Idcw
Launched10 May 2008
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Financial Services TRI
Expense ratiodirect plan, a year0.92%
AUM₹1.60 Cr
Growth of ₹10,000₹13,4602 Sep 2021 to 2 Sep 2026
₹15,646₹13,897₹12,148₹10,399₹8,651Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,460 (+6.1% a year) Sundaram Financial Services Opportunities Fund

Performance (trailing, annualised)

1Y annualised-2.59%
3Y annualised3.56%
5Y annualised6.12%
10Y annualised6.34%

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 ₹1,15,671-6.59%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,53,180-1.24%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,68,0734.25%

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

Calendar years

Calendar 20218.90%
Calendar 202210.28%
Calendar 202323.82%
Calendar 20240.63%
Calendar 202510.61%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201410.98%
Rolling 1Y · median9.05%
Rolling 1Y · worst window-37.00%
Rolling 1Y · best window89.37%
Rolling 1Y · windows positive69%
Rolling 3Y · average551 windows since 4 Jan 20169.33%
Rolling 3Y · median9.51%
Rolling 3Y · worst window-14.39%
Rolling 3Y · best window29.05%
Rolling 3Y · windows positive92%
Rolling 5Y · average448 windows since 3 Jan 20188.51%
Rolling 5Y · median8.48%
Rolling 5Y · worst window-5.45%
Rolling 5Y · best window22.28%
Rolling 5Y · windows positive95%

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

Risk

Volatility (3Y)19.35%
Downside deviation (3Y)15.37%
Maximum drawdown-20.58%

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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