Sundaram Financial Services Opportunities Fund - Regular Plan - Institutional GROWTH

Sundaram Mutual Fund · Sectoral/ Thematic

NAV as of 22 Jan 2025

₹104.9194

1y return: +6.42%; absolute
3y return: +16.62%; CAGR
5y return: —; CAGR

NAV history

Low ₹96.9496High ₹119.1742

Scheme details

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Regular Plan
Option: Institutional GROWTH
AMFI scheme code: 109061
ISIN (growth / payout): INF903J01652
ISIN (reinvestment): —
52-week high: ₹119.1742
52-week low: ₹96.9496

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 16.6% p.a.: ₹15,39,005

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Financial Services Opportunities FundDirect · GROWTH	Direct · GROWTH	₹123.6174	+10.70%	+12.92%	+14.08%
Sundaram Financial Services Opportunities FundDirect · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹33.7104	−4.22%	+2.42%	+6.06%
Sundaram Financial Services Opportunities FundRegular · GROWTH	Regular · GROWTH	₹107.917	+9.25%	+11.42%	+12.50%
Sundaram Financial Services Opportunities FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹28.9214	−5.56%	+1.03%	+4.56%
Sundaram Financial Services Opportunities FundRegular · Institutional IDCW (Income Distribution CUM Capital Withdrawal)	Regular · Institutional IDCW (Income Distribution CUM Capital Withdrawal)	₹33.8495	−0.38%	+9.43%	—

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.