NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Fin Serv Opportunities - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	0.92%
NAV	₹126.87 (11 Nov 2026)
Fund Size	₹1,543.01 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	0.5%For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment NilFor redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Returns	Sundaram Fin Serv Opportunities - Direct (G)
1M	5.41%
3M	-0.01%
6M	3.36%
1Y	3.02%
3Y	12.72%
5Y	13.14%
Since Inception	13.55%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Fin Serv Opportunities - Direct (G)
Alpha	0.54
Beta	1.01
Sharpe	0.31
Standard Deviation	4.98

Holding Analysis	Sundaram Fin Serv Opportunities - Direct (G)
Top 5 Holdings	44.08%
Top 10 Holdings	65.37%
Portfolio Turnover	34.20
Equity	98.08%
Debt	2.35%
Cash	—

Fund Manager	Sundaram Fin Serv Opportunities - Direct (G)
Name	,

About	Sundaram Fin Serv Opportunities - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Sectoral Fund
Benchmark	Nifty Financial Services TRI
Launch Date	01 Jan 2013