Sundaram Financial Services Opportunities Fund
Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.
- Latest NAV: ₹108.0875 (as on 18 Sep 2026)
- Fund house: Sundaram Mutual Fund
- Category: Equity Scheme - Sectoral/ Thematic
- Plan: Regular Plan
- Option: GROWTH
- Expense ratio: 2.19%
- Benchmark: Nifty Financial Services TRI
- Riskometer: Very High Risk
- Inception: 10 May 2008
- Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Returns as reported (CAGR)
- 1 year: 6.41%
- 3 years: 11.04%
- 5 years: 12.18%
- 10 years: 12.79%
- Since inception: 13.90%
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.