Sundaram Financial Services Opportunities Fund Regular Plan

Sectoral / ThematicEquity Rank 111 of 157

NAV · Regular-Growth

—-0.43-0.40%

As of — · AMFI

NAV growth+7.3%

Aug ’25Aug ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Trails its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

+7.3%

-2.2 vs cat

3Y CAGR

+13.4%

-3.8 vs cat

5Y CAGR

+13.4%

-1.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.5%

3Y std dev

Go deeper on Sundaram Financial Services Opportunities Fund Regular Plan

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

Sundaram Financial Services Opportunities Fund Regular 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 Regular 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 Regular Plan is a Sectoral / Thematic scheme from Sundaram. Long-run track record: about 13.4% CAGR over 5 years. 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 · INF903J01629

NAV (Direct-Growth)

₹108.5946

Last 1Y

+7.34%

Aug 25Min ₹93.38 · Max ₹112.99 · 247 ptsAug 26

Drawdown stories

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

May 2009

-100.0%

Peak ₹10.28 on 11 Aug 2008 → trough ₹0.00 on 18 May 2009 (9 months down).

Recovered in 0 months· 19 May 2009

Sept 2013

-43.3%

Peak ₹24.36 on 9 Nov 2010 → trough ₹13.81 on 3 Sept 2013 (34 months down).

Recovered in 9 months· 6 Jun 2014

Mar 2020

-43.3%

Peak ₹48.95 on 16 Jan 2020 → trough ₹27.76 on 23 Mar 2020 (2 months down).

Recovered in 9 months· 17 Dec 2020

Feb 2016

-33.4%

Peak ₹31.75 on 27 Jan 2015 → trough ₹21.16 on 25 Feb 2016 (13 months down).

Recovered in 6 months· 30 Aug 2016

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.

Period	Returns	Category avg	Rank
1W	-0.70%	-0.40%	169/ 286
1M	-1.95%	+2.47%	275/ 286
3M	+6.17%	+8.01%	184/ 286
6M	-3.89%	+6.33%	260/ 278
YTD	-1.24%	+6.03%	218/ 273
1Y	+7.34%	+9.52%	133/ 258
2Y	+6.03%	+5.82%	92/ 203
3Y	+13.37%	+17.18%	111/ 157
5Y	+13.43%	+14.76%	75/ 125
7Y	+14.72%	+18.88%	84/ 104
10Y	+13.12%	+14.74%	59/ 81

Peers in Sectoral / Thematic

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

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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