Sundaram Financial Services Opportunities Fund
Direct · Growth ₹123.95
21 Apr 2026
NAV
16.0%
3Y CAGR
15.3%
5Y CAGR
15.9%
10Y CAGR
15.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.17
Sharpe
-43.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.05 L | 20.3% | -63.2% | 128.8% |
| 3 Years | ₹36.00 L | ₹46.17 L | 16.2% | -21.9% | 30.9% |
| 5 Years | ₹60.00 L | ₹89.36 L | 15.8% | -7.4% | 27.1% |
| 10 Years | ₹1.20 Cr | ₹2.86 Cr | 16.6% | 13.2% | 19.0% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.3% | 2.1% | +18.2% |
| 3 Years | 16.2% | 11.2% | +5.0% |
| 5 Years | 15.8% | 11.1% | +4.6% |
| 10 Years | 16.6% | 11.9% | +4.7% |