Sundaram Financial Services Opportunities Fund Institutional Plan

Sectoral / ThematicEquity

NAV · Regular-Growth

—-0.12-0.11%

As of — · AMFI

NAV growth+8.2%

Jan ’24Jan ’25

Arthkar verdictA balanced read

Consistency

Steady

positive in 9 of 12 years

Go deeper on Sundaram Financial Services Opportunities Fund Institutional Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Financial Services Opportunities Fund Institutional Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Financial Services Opportunities Fund Institutional Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Financial Services Opportunities Fund Institutional Plan is a Sectoral / Thematic scheme from Sundaram. Worst historical drawdown: -100% in May 2009, recovered in 0 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01652

NAV (Direct-Growth)

₹104.9194

Last 1Y

+8.22%

Jan 24Min ₹96.95 · Max ₹119.17 · 247 ptsJan 25

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹10.32 on 15 May 2009 → trough ₹0.00 on 18 May 2009 (0 months down).

Recovered in 0 months· 19 May 2009

May 2009

-100.0%

Peak ₹13.10 on 19 May 2009 → trough ₹0.00 on 20 May 2009 (0 months down).

Recovered in 15 months· 2 Aug 2010

Mar 2020

-43.2%

Peak ₹52.66 on 16 Jan 2020 → trough ₹29.90 on 23 Mar 2020 (2 months down).

Recovered in 9 months· 16 Dec 2020

Sept 2013

-41.6%

Peak ₹24.42 on 9 Nov 2010 → trough ₹14.26 on 3 Sept 2013 (34 months down).

Recovered in 9 months· 19 May 2014

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

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Enrichment pending for this scheme

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