otherHigh risk

Sundaram Financial Services Opportunities Fund Institutional Plan - Growth

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

₹104.9194

▼ 0.11% today

As of 22 Jan 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.3k gain · 6.3% / year

Invested 3 years ago

₹1.59 L

▲ ₹58.5k gain · 16.6% / year

Invested 5 years ago

₹2.05 L

▲ ₹1.05 L gain · 15.5% / 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

16.8%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-43.22%

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 year6.35%

CAGR — 3 years16.60%

CAGR — 5 years15.46%

CAGR — since launch15.18%

Volatility — 1 year (annualised)17.57%

Volatility — 3 years (annualised)16.75%

Max drawdown — 1 year-13.16%

Max drawdown — 3 years-16.34%

Sharpe ratio — 1 year (rf=6%)0.12

Sharpe ratio — 3 years (rf=6%)0.62

Fund info

Fund house: Sundaram Mutual Fund
Category: Formerly Known as IIFL Mutual Fund
Plan: —
Option: Growth
ISIN (Growth): INF903J01652
ISIN (Div re-invest): —
Fund code: 109061
First price on record: 16 Jun 2008 · 3,787 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.