Sundaram

Sundaram Financial Services Opportunities Fund Direct Plan - Growth

Latest NAV

₹115.9510

As of

3 Jun 2026

3,298 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.45%	+0.27%	-0.72	235 / 258	Q4
1W	-3.56%	-1.34%	-2.22	249 / 258	Q4
2W	-1.13%	+0.04%	-1.16	200 / 259	Q4
1M	-3.70%	-0.39%	-3.32	248 / 259	Q4
3M	-6.37%	+2.19%	-8.56	240 / 257	Q4
6M	-6.43%	-1.09%	-5.34	181 / 247	Q3
YTD	-8.21%	-1.30%	-6.91	207 / 247	Q4
1Y	-1.59%	+5.02%	-6.61	173 / 230	Q4
2Y	+3.98%	+5.50%	-1.53	95 / 182	Q3
3Y	+14.64%	+16.94%	-2.30	86 / 139	Q3
4Y	+17.91%	+16.57%	+1.34	50 / 119	Q2
5Y	+13.88%	+13.73%	+0.15	54 / 109	Q2
7Y	+13.98%	+16.42%	-2.44	62 / 91	Q3
10Y	+15.01%	+15.07%	-0.07	38 / 76	Q2
Inception	+13.35%	+10.45%	+2.90	119 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.21%	-0.94%	-7.28	205 / 244
2025	+17.68%	+4.41%	+13.28	24 / 208
2024	+8.44%	+23.18%	-14.74	151 / 155
2023	+32.48%	+33.51%	-1.03	64 / 127
2022	+18.51%	+4.32%	+14.19	14 / 116
2021	+16.63%	+34.43%	-17.80	91 / 104
2020	+3.68%	+21.19%	-17.52	77 / 94
2019	+26.15%	+9.30%	+16.85	5 / 85
2018	-2.22%	-5.36%	+3.13	33 / 77
2017	+35.05%	+35.61%	-0.56	47 / 76
2016	+12.69%	+4.98%	+7.71	13 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.41%

152 windows

min -29.7% · max 86.1%

82% positive

3-Year rolling

+15.96%

127 windows

min -5.8% · max 35.2%

97% positive

5-Year rolling

+15.23%

103 windows

min 0.4% · max 27.4%

100% positive

7-Year rolling

+14.64%

79 windows

min 7.4% · max 19.1%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.85%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.96

Downside-only deviation

Max drawdown

-17.23%

Feb 2026 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹115.9510
2 Jun 2026	₹115.6449
1 Jun 2026	₹116.1675
29 May 2026	₹117.5761
27 May 2026	₹119.4763
26 May 2026	₹119.9107
22 May 2026	₹117.8677
21 May 2026	₹117.1566
20 May 2026	₹117.2285
19 May 2026	₹116.9630

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Financial Services Opportunities Fund Direct Plan - Growth is ₹115.9510. It's a Sectoral/Thematic Fund from Sundaram, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Financial Services Opportunities Fund Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Financial Services Opportunities Fund Direct Plan - Growth is managed by Sundaram. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Financial Services Opportunities Fund Direct Plan - Growth has delivered a absolute return of -1.59% — -6.61 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #173 of 230 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sundaram Financial Services Opportunities Fund Direct Plan - Growth has delivered a CAGR of 14.64% — -2.3 pp behind the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #86 of 139 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram Financial Services Opportunities Fund Direct Plan - Growth has delivered a CAGR of 13.88% — +0.15 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #54 of 109 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Financial Services Opportunities Fund Direct Plan - Growth exactly 10 years ago would be worth approximately ₹404,858 today — a multiplier of 4.05×, based on the 10-year CAGR of 15.01%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Sundaram Financial Services Opportunities Fund Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹827,599 today. That's an XIRR (money-weighted annualised return) of 12.81%.

A ₹10,000 monthly SIP for 10 years in Sundaram Financial Services Opportunities Fund Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,577,703 (multiplier 2.15×). XIRR: 14.62%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Financial Services Opportunities Fund Direct Plan - Growth ranks #54 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.73%; this fund delivered 13.88%.

The worst peak-to-trough decline Sundaram Financial Services Opportunities Fund Direct Plan - Growth has experienced over the last 5-year window is 20.10% — its NAV fell from a high on 26 Oct 2021 to a low on 16 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Financial Services Opportunities Fund Direct Plan - Growth averaged 15.23% (best 27.40%, worst 0.39%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Financial Services Opportunities Fund Direct Plan - Growth returned 17.68% — beating the Sectoral/Thematic Fund category average of 4.41% by 13.28 pp. It ranked #24 of 208 in its category that year.

Sundaram Financial Services Opportunities Fund Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Financial Services Opportunities Fund Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.1%. 5-year CAGR: 13.88%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.