All funds
Sundaram Mutual Fund · Sectoral/ Thematic
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth
₹104.9194NAV 2025-01-22
Regular PlanGrowthSince 2008-06-1616.2y historyINF903J01652
NAV History
2020-01-24 → 2025-01-22
+101.96%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-3.8%
-6.2%
-6.6%
+8.2%
+16.6%
+15.3%
+12.5%
Risk Metrics
Sharpe
-0.15
Sortino
-0.16
Max DD
-100.0%
Volatility
+42.6%
Best Year
+58.8%
Worst Year
-100.0%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
-
AUM as of
-
Volatility (annualised)
+42.6%
Max drawdown
-100.0%
Sharpe ratio
-0.15
Sortino ratio
-0.16
Calmar ratio
0.17
Positive months
51%
Best year
+58.8%
Worst year
-100.0%
Peers — Sectoral/ Thematic
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund
+28.7%
3Y
₹3,796 Cr
AUM
0.80
Sharpe
DSP India T.I.G.E.R. Fund - Direct Plan - Growth
DSP Mutual Fund
+28.3%
3Y
₹800 Cr
AUM
0.59
Sharpe
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Aditya Birla Sun Life Mutual Fund
+27.2%
3Y
₹143 Cr
AUM
0.90
Sharpe
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
Bank of India Mutual Fund
+27.2%
3Y
₹126 Cr
AUM
0.64
Sharpe
CANARA ROBECO INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH OPTION
Canara Robeco Mutual Fund
+26.2%
3Y
₹203 Cr
AUM
0.62
Sharpe
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
DSP Mutual Fund
+25.9%
3Y
₹803 Cr
AUM
0.63
Sharpe
Franklin Build India Fund - Direct - Growth
Franklin Templeton Mutual Fund
+25.6%
3Y
₹787 Cr
AUM
0.79
Sharpe
Franklin India Opportunities Fund - Direct - Growth
Franklin Templeton Mutual Fund
+25.3%
3Y
₹902 Cr
AUM
0.64
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.