Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
3Y ago₹1.12 L
5Y ago₹1.36 L
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Financial Services Opp… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic |
| Plan | Direct |
| Latest NAV | ₹34.0709 |
| Assets managed (AUM) | — |
| 1M return | 1.23% |
| 6M return | -7.67% |
| 1Y return | -2.23% |
| 3Y CAGR | 3.75% |
| 5Y CAGR | 6.37% |
| Since inception CAGR | 6.84% |
| Bumpiness · 3Y (annualised σ) | 19.34 |
| Worst drop ever | -46.52% |
| Sharpe · 3Y (rf=6%) | -0.11 |