Sundaram Financial Services Opportunities Fund Direct Growth

Scheme code: INF903J01NB8 NAV value: ₹ 109.9941 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.96	43.79	21.49	29.45
3 year	5.97	36.23	20.00	21.23
5 year	0.67	29.93	14.55	15.79
7 year	5.34	20.67	14.21	14.27
10 year	12.01	20.19	15.81	16.08
12 year	13.52	15.95	14.81	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	21.49
3 year	6.28	33.32	15.57	20
5 year	0.74	26.02	12.91	14.55
7 year	3.33	15.62	11.64	14.21
10 year	3.49	17.22	10.65	15.81
12 year	3.07	16.17	10.8	14.81
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	21.49
3 year	6.56	32.12	15.66	20
5 year	1	26.2	12.75	14.55
7 year	3.8	15.42	11.84	14.21
10 year	3.8	18	11.09	15.81
12 year	3.63	16.86	11.19	14.81
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	21.49
3 year	7.68	33.37	17	20
5 year	0.71	27.63	13.15	14.55
7 year	3.76	16.01	12.04	14.21
10 year	3.56	16.94	10.94	15.81
12 year	3.31	16.54	10.99	14.81
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	21.49
3 year	8.04	34.46	17.98	20
5 year	0.69	28.64	13.53	14.55
7 year	3.97	16.42	12.35	14.21
10 year	3.53	17.72	11.24	15.81
12 year	3.1	16.97	11.25	14.81
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 21.49% - Median return: 23.14% - Average standard deviation: 4.64

Rolling return for 3 year

- Average return: 20% - Median return: 19.71% - Average standard deviation: 2.31

Rolling return for 5 year

- Average return: 14.55% - Median return: 14.79% - Average standard deviation: 1.2

Rolling return for 7 year

- Average return: 14.21% - Median return: 14.66% - Average standard deviation: 0.93

Rolling return for 10 year

- Average return: 15.81% - Median return: 15.86% - Average standard deviation: 0.66

Rolling return for 12 year

- Average return: 14.81% - Median return: 14.81% - Average standard deviation: 0.53

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,81,081	81,081	6.76
3 year	36,00,000	48,60,485	12,60,485	10.53
5 year	60,00,000	90,52,565	30,52,565	8.57
7 year	84,00,000	1,42,68,966	58,68,966	7.86
10 year	1,20,00,000	2,82,30,282	1,62,30,282	8.93
12 year	1,44,00,000	3,96,49,921	2,52,49,921	8.81

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	6.76
3 year	7.35	10.53
5 year	7.28	8.57
7 year	6.36	7.86
10 year	5.93	8.93
12 year	6.09	8.81

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.76
3 year	7.51	10.53
5 year	7.25	8.57
7 year	6.38	7.86
10 year	6.15	8.93
12 year	6.3	8.81

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.76
3 year	8.25	10.53
5 year	7.64	8.57
7 year	6.58	7.86
10 year	6.21	8.93
12 year	6.36	8.81

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.76
3 year	8.74	10.53
5 year	7.97	8.57
7 year	6.78	7.86
10 year	6.43	8.93
12 year	6.57	8.81

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,081 - Absolute Returns: ₹81,081 - CAGR: 6.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,60,485 - Absolute Returns: ₹12,60,485 - CAGR: 10.53%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,52,565 - Absolute Returns: ₹30,52,565 - CAGR: 8.57%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,42,68,966 - Absolute Returns: ₹58,68,966 - CAGR: 7.86%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,82,30,282 - Absolute Returns: ₹1,62,30,282 - CAGR: 8.93%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,96,49,921 - Absolute Returns: ₹2,52,49,921 - CAGR: 8.81%