Sundaram Financial Services Opportunities Fund (Regular)
Sundaram Mutual Fund · benchmark Nifty Financial Services TRI · 18.4 years old · AMFI code 109059
B (middle of the peer group), score 53.2 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.1% | 4.3% | -3.2% | 18 / 28 |
| 1 year | -0.8% | -1.3% | +0.5% | 12 / 23 |
| 3 years (a year) | 10.5% | 12.2% | -1.8% | 15 / 17 |
| 5 years (a year) | 11.1% | 8.0% | +3.1% | 4 / 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 (Regular plan)?
₹106.15 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Financial Services Opportunities Fund (Regular)?
2.23% a year; the Direct plan's is 0.93%.
What return has Sundaram Financial Services Opportunities Fund given over 3 years?
10.5% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.2% for the Nifty Financial Services total-return index.
How is Sundaram Financial Services Opportunities Fund rated?
B: 10 of 17 Regular 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.