Sundaram Financial Services Opportunities Fund Direct Growth
Scheme code: INF903J01NB8
NAV value:
₹ 113.0321
NAV date: 19 March, 2026
TER: 0.77%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Sectoral/Thematic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -32.60 | 95.82 | 15.92 | 18.50 | 13.63 |
| 3 year | -6.98 | 35.66 | 16.58 | 16.02 | 18.78 |
| 5 year | -0.08 | 30.74 | 15.34 | 15.35 | 15.46 |
| 7 year | 5.39 | 20.56 | 15.12 | 14.63 | 13.55 |
| 10 year | 12.01 | 19.61 | 15.91 | 15.86 | 14.92 |
| 12 year | 13.78 | 18.93 | 17.09 | 16.66 | 16.54 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,048 - Absolute Returns: ₹1,05,048 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,82,824 - Absolute Returns: ₹9,82,824 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,13,015 - Absolute Returns: ₹29,13,015 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,46,27,045 - Absolute Returns: ₹62,27,045 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,86,00,699 - Absolute Returns: ₹1,66,00,699 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,09,98,897 - Absolute Returns: ₹2,65,98,897 - CAGR: %Drawdown Metrics
Max Drawdown
-43.22 %
Drawdown Duration
2 months
Recovery Time
9 months
Avg Drawdown
-7.54 %
Calmar Ratio by Duration
1
Y
0.428
3
Y
0.3706
5
Y
0.3551
7
Y
0.3385
10
Y
0.3669
12
Y
0.3854
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 9.53 | 1.05 | 108.8 | 96.4 | 13.40 % | 4.00 % |
| 3 years | 7.93 | 1.05 | 103.5 | 92.3 | 19.44 % | 11.28 % |
| 5 years | 5.10 | 1.07 | 104.4 | 98.1 | 14.74 % | 9.44 % |
| 7 years | 4.12 | 1.13 | 110.8 | 106.4 | 15.40 % | 10.74 % |
| 10 years | 4.10 | 1.12 | 110.0 | 105.4 | 16.80 % | 12.06 % |
| 12 years | 3.48 | 1.11 | 110.0 | 105.2 | 13.88 % | 10.00 % |
| 15 years | 2.88 | 1.11 | 110.0 | 105.2 | 10.96 % | 7.92 % |