Sectoral / Thematicregulargrowth
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.37%
1 Month-3.77%
3 Months-6.18%
6 Months-6.45%
1 Year+8.22%
3 Years (CAGR)+16.62%
5 Years (CAGR)+15.09%
10 Years (CAGR)+12.53%
Since Inception (Jun 2008)+15.18%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-5.37%
3 Year SIP+16.59%
5 Year SIP+19.12%
Since Inception (Jun 2008)+14.73%
Fund Details
Fund HouseSundaram Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date16 Jun 2008
AMFI Code109061
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 17 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations