Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Sectoral / ThematicEquity

NAV · Regular-IDCW Reinvestment

—-0.60-1.75%

As of — · AMFI

NAV growth+0.6%

Jan ’24Jan ’25

Go deeper on Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution Cum Capital Withdrawal (IDCW)

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

Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution Cum Capital Withdrawal (IDCW) 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 - Income Distribution Cum Capital Withdrawal (IDCW) 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 - Income Distribution cum Capital Withdrawal (IDCW) is a Sectoral / Thematic scheme from Sundaram. Worst historical drawdown: -100% in Aug 2008, recovered in 23 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 · IDCW Reinvestment · INF903J01637

NAV (Direct-Growth)

₹33.8495

Last 1Y

+0.58%

Jan 24Min ₹32.61 · Max ₹40.08 · 245 ptsJan 25

Drawdown stories

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

Aug 2008

-100.0%

Peak ₹10.18 on 23 Jul 2008 → trough ₹0.00 on 5 Aug 2008 (0 months down).

Recovered in 23 months· 1 Jul 2010

Sept 2013

-53.5%

Peak ₹19.44 on 9 Nov 2010 → trough ₹9.03 on 3 Sept 2013 (34 months down).

Recovered in 42 months· 21 Feb 2017

Mar 2020

-46.3%

Peak ₹23.26 on 23 Jan 2018 → trough ₹12.49 on 23 Mar 2020 (26 months down).

Recovered in 10 months· 7 Jan 2021

Jun 2022

-20.1%

Peak ₹27.68 on 26 Oct 2021 → trough ₹22.11 on 16 Jun 2022 (8 months down).

Recovered in 3 months· 13 Sept 2022

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

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