Investment Objective
To Seek Long-Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Securities Of Indian Companies Engaged In The Banking And Financial Services Sector.
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -4.47% | -6.02% | +5.61% | -5.38% | +1.12% | +9.96% | +11.43% | +13.80% | +12.47% |
Calendar Year Returns vs Benchmark
Comparison with NIFTY Financial Services Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Sundaram Financial Services Opportunities Fund Regular Plan Growth is a Sector Specific - Banks & Financial Services equity fund from Sundaram Asset Management Company Limited, launched on 10 Jun 2008. Its benchmark is the NIFTY Financial Services Index. The expense ratio is 2.19% a year. It manages ₹1,722 crore. The NAV was ₹102.41 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +1.12% | 22.25% |
| Last 3 years | +9.96% a year | 16.99% |
| Last 5 years | +11.43% a year | 16.53% |
| Last 10 years | +12.47% a year | 21.21% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2017 to 2026, the fund returned more than the NIFTY Financial Services Index in 5 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +33.33% | -3.66% | +26.43% | +2.70% | +15.34% | +16.78% | +31.12% | +7.07% | +16.94% | -5.38% |
| Benchmark | +42.67% | +11.31% | +26.38% | +4.74% | +14.55% | +10.47% | +14.31% | +10.52% | +18.60% | -6.62% |
Compare every banking and financial services fund on returns, volatility, worst fall and cost.