Sundaram BNP Paribas

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Latest NAV

₹106.7463

As of

24 Jul 2026

4,453 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.

Period

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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	-0.15%	-0.24%	+0.09	39 / 122	Q2
1W	-3.62%	-1.20%	-2.42	122 / 122	Q4
2W	-3.88%	-1.38%	-2.50	121 / 122	Q4
1M	-1.91%	-0.33%	-1.58	90 / 122	Q3
3M	+0.29%	+2.77%	-2.49	91 / 122	Q3
6M	-1.63%	+4.75%	-6.38	100 / 122	Q4
YTD	-3.82%	+0.21%	-4.03	82 / 122	Q3
1Y	+1.52%	+1.48%	+0.05	54 / 120	Q2
2Y	+4.40%	+1.54%	+2.87	34 / 116	Q2
3Y	+12.01%	+13.01%	-1.00	56 / 114	Q2
4Y	+16.51%	+14.55%	+1.96	38 / 106	Q2
5Y	+13.62%	+11.72%	+1.90	36 / 104	Q2
7Y	+14.07%	+14.88%	-0.81	54 / 99	Q3
10Y	+13.25%	+11.23%	+2.03	29 / 93	Q2
Inception	+13.94%	+10.97%	+2.97	26 / 122	Q1

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	-3.82%	+0.11%	-3.93	78 / 118
2025	+16.16%	+3.20%	+12.96	14 / 115
2024	+6.98%	+19.60%	-12.62	107 / 113
2023	+30.51%	+31.56%	-1.05	56 / 108
2022	+16.78%	+2.19%	+14.59	9 / 104
2021	+14.97%	+32.41%	-17.44	87 / 102
2020	+2.56%	+18.32%	-15.76	85 / 100
2019	+25.37%	+5.50%	+19.87	5 / 97
2018	-3.15%	-10.07%	+6.91	25 / 94
2017	+33.62%	+30.10%	+3.52	44 / 93
2016	+12.06%	-0.25%	+12.30	6 / 93

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

+17.85%

209 windows

min -33.9% · max 132.5%

76% positive

3-Year rolling

+13.87%

185 windows

min -12.7% · max 42.7%

91% positive

5-Year rolling

+13.38%

160 windows

min 0.3% · max 26.0%

100% positive

7-Year rolling

+13.08%

136 windows

min 5.2% · max 19.5%

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

14.77%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

0.65

Downside-only deviation

Max drawdown

-17.35%

Feb 2026 → Mar 2026

% positive months

58.3%

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	HDFC	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹106.7463
23 Jul 2026	₹106.9071
22 Jul 2026	₹107.7100
21 Jul 2026	₹109.8174
20 Jul 2026	₹109.7853
17 Jul 2026	₹110.7573
16 Jul 2026	₹109.8212
15 Jul 2026	₹110.4970
14 Jul 2026	₹109.6980
13 Jul 2026	₹111.3436

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 24 Jul 2026, the NAV of Sundaram Financial Services Opportunities Fund Regular Plan - Growth is ₹106.7463. It's a Sectoral/Thematic Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Financial Services Opportunities Fund Regular Plan - Growth has NAV history starting from 16 Jun 2008, a track record of about 18 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Sundaram Financial Services Opportunities Fund Regular Plan - Growth is managed by Sundaram BNP Paribas. 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 Regular Plan - Growth has delivered a absolute return of 1.52% — +0.05 pp ahead of the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #54 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram Financial Services Opportunities Fund Regular Plan - Growth has delivered a CAGR of 12.01% — -1 pp behind the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #56 of 114 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram Financial Services Opportunities Fund Regular Plan - Growth has delivered a CAGR of 13.62% — +1.9 pp ahead of the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #36 of 104 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Financial Services Opportunities Fund Regular Plan - Growth exactly 10 years ago would be worth approximately ₹347,106 today — a multiplier of 3.47×, based on the 10-year CAGR of 13.25%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in Sundaram Financial Services Opportunities Fund Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹827,033 today. That's an XIRR (money-weighted annualised return) of 12.79%.

A ₹10,000 monthly SIP for 10 years in Sundaram Financial Services Opportunities Fund Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,484,114 (multiplier 2.07×). XIRR: 13.93%. 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 Regular Plan - Growth ranks #36 out of 104 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 11.72%; this fund delivered 13.62%.

The worst peak-to-trough decline Sundaram Financial Services Opportunities Fund Regular Plan - Growth has experienced over the last 5-year window is 20.84% — 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 Regular Plan - Growth averaged 13.38% (best 26.02%, worst 0.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, Sundaram Financial Services Opportunities Fund Regular Plan - Growth returned 16.16% — beating the Sectoral/Thematic Fund category average of 3.20% by 12.96 pp. It ranked #14 of 115 in its category that year.

Sundaram Financial Services Opportunities Fund Regular 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 Regular 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: 20.8%. 5-year CAGR: 13.62%.

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