Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 2 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 363 other funds in Equity Scheme - Sectoral/ Thematic
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) against other sector funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Equity Scheme - Sectoral/ Thematic
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF903J01MZ9
- ISIN (Div re-invest)
- INF903J01NA0
- Fund code
- 119596
- First price on record
- 2 Jan 2013 · 3,362 daily prices
About Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is a Equity Scheme - Sectoral/ Thematic offered by Sundaram Mutual Fund under the Direct plan with the IDCW option. It has approximately 14 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
The current NAV of Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is ₹34.0709 (as of 1 Sep 2026). Historically, it has delivered -2.23% over the last year, 3.75% CAGR over 3 years, 6.37% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 19.3% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 46.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)?+
The latest NAV of Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is ₹34.0709 as of 1 Sep 2026, down 1.35% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)?+
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) has delivered 1-year return -2.23%, 3-year CAGR 3.75%, 5-year CAGR 6.37%, since-inception CAGR 6.84%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) belong to?+
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
How risky is Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)?+
Based on its 3-year annualised volatility of 19.3%, Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) a direct plan?+
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)?+
Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 3,362 daily NAV observations.
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.