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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 2026124.2561
CategorySectoral / Thematic
PlanDirect · Growth
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₹211 Cr
Growth of ₹10,000₹19,3852 Sep 2021 to 2 Sep 2026
₹19,988₹17,153₹14,319₹11,485₹8,651Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹19,385 (+14.2% a year) Sundaram Financial Services Opportunities Fund

Performance (trailing, annualised)

1Y annualised12.58%
3Y annualised14.16%
5Y annualised14.16%
10Y annualised14.17%

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 ₹1,24,3906.83%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,13,6019.22%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,55,84114.18%

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

Calendar years

Calendar 202117.01%
Calendar 202218.51%
Calendar 202333.11%
Calendar 20248.54%
Calendar 202518.48%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201418.08%
Rolling 1Y · median14.96%
Rolling 1Y · worst window-32.41%
Rolling 1Y · best window89.37%
Rolling 1Y · windows positive82%
Rolling 3Y · average551 windows since 4 Jan 201616.02%
Rolling 3Y · median16.51%
Rolling 3Y · worst window-6.98%
Rolling 3Y · best window35.38%
Rolling 3Y · windows positive96%
Rolling 5Y · average448 windows since 3 Jan 201815.36%
Rolling 5Y · median15.33%
Rolling 5Y · worst window0.41%
Rolling 5Y · best window29.64%
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)11.91%
Maximum drawdown-17.23%

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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