Sundaram Financial Services Opportunities Fund (Direct)
Sundaram Mutual Fund · benchmark Nifty Financial Services TRI · 13.8 years old · AMFI code 119597
B (middle of the peer group), score 54.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.8% | 4.3% | -2.5% | 18 / 28 |
| 1 year | 0.5% | -1.3% | +1.8% | 13 / 23 |
| 3 years (a year) | 11.9% | 12.3% | -0.3% | 13 / 17 |
| 5 years (a year) | 12.7% | 8.0% | +4.7% | 2 / 13 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Financial Services Opportunities Fund (Direct plan)?
₹121.84 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Financial Services Opportunities Fund (Direct)?
0.93% a year; the Regular plan's is 2.23%.
What return has Sundaram Financial Services Opportunities Fund given over 3 years?
11.9% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.3% for the Nifty Financial Services total-return index.
How is Sundaram Financial Services Opportunities Fund rated?
B: 8 of 17 Direct plans in Thematic: Banking & Financials, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.