otherHigh risk

Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 16 Jun 2008.

Latest price per unit

₹33.8495

▼ 1.75% today

As of 6 Jan 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.6k

▼ ₹378 loss · -0.4% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.0k gain · 9.4% / year

Invested 5 years ago

₹1.53 L

▲ ₹53.5k gain · 8.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

18.8%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-53.55%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.38%

CAGR — 3 years9.43%

CAGR — 5 years8.94%

CAGR — since launch7.62%

Volatility — 1 year (annualised)19.98%

Volatility — 3 years (annualised)18.84%

Max drawdown — 1 year-16.69%

Max drawdown — 3 years-16.75%

Sharpe ratio — 1 year (rf=6%)-0.27

Sharpe ratio — 3 years (rf=6%)0.17

Fund info

Fund house: Sundaram Mutual Fund
Category: Formerly Known as IIFL Mutual Fund
Plan: —
Option: IDCW
ISIN (Growth): INF903J01637
ISIN (Div re-invest): INF903J01645
Fund code: 109060
First price on record: 16 Jun 2008 · 3,612 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.