sectorHigh risk

Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTH

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.

Latest price per unit

₹124.9394

▼ 1.35% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.13 L

▲ ₹13.0k gain · 13.0% / year

Invested 3 years ago

₹1.50 L

▲ ₹49.6k gain · 14.4% / year

Invested 5 years ago

₹1.96 L

▲ ₹96.1k gain · 14.4% / 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

16.7%

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 year13.00%

CAGR — 3 years14.38%

CAGR — 5 years14.42%

CAGR — since launch13.74%

Volatility — 1 year (annualised)17.69%

Volatility — 3 years (annualised)16.72%

Max drawdown — 1 year-17.23%

Max drawdown — 3 years-17.23%

Sharpe ratio — 1 year (rf=6%)0.37

Sharpe ratio — 3 years (rf=6%)0.47

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: Growth
ISIN (Growth): INF903J01NB8
ISIN (Div re-invest): —
Fund code: 119597
First price on record: 2 Jan 2013 · 3,362 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.