Latest NAV
₹104.9194
1Y return
+6.42%
3Y CAGR
+16.62%
5Y CAGR
+15.46%
10Y CAGR
+12.60%
Since launch (CAGR)
+15.18%
Sundaram Financial Services Opportunities Fund is a sectoral/ thematic mutual fund from Sundaram Mutual Fund, launched on 16 June 2008. Its latest NAV is ₹104.9194 (as of 22 January 2025). It has returned +6.42% in the last year, +16.62% a year over 3 years, +15.46% a year over 5 years, +12.60% a year over 10 years. Figures shown are for the regular plan, growth option. Past returns do not guarantee future returns.
1Y change
+8.22%
Average yearly growth (CAGR) for every period with data; 1 year is the simple return. NAV data available from 16 June 2008.
At least 80% in companies from one sector or theme (for example banking, technology or infrastructure). (SEBI rule for Sectoral/ Thematic funds.)
The full list of stocks and bonds this fund holds is published every month by Sundaram Mutual Fund on its website (monthly portfolio disclosure).
Return in each calendar year from 2009. The current year is year to date.
Invested every month on the same date (next working day if closed), valued at today's NAV. XIRR is the yearly return on your SIP.
1 year ago
3 years ago
5 years ago
10 years ago
15 years ago
How much this fund's NAV has moved up and down.
Typical yearly swing. Higher means a bumpier ride.
From 16 January 2020 to 23 March 2020.
Lowest and highest NAV in the last year.
The latest NAV of Sundaram Financial Services Opportunities Fund is ₹104.9194 as of 22 January 2025. NAV is updated every business day from AMFI data.
Sundaram Financial Services Opportunities Fund has returned +6.42% in the last year, +16.62% a year over 3 years, +15.46% a year over 5 years, +12.60% a year over 10 years. Since launch it has grown +15.18% a year.
