Sundaram Financial Services Opportunities Fund - Regular Plan - GROWTH

Sundaram Mutual Fund · Sectoral/ Thematic

NAV as of 10 Sept 2026

₹108.4835

1y return: +8.94%; absolute
3y return: +11.62%; CAGR
5y return: +12.61%; CAGR

NAV history

Low ₹93.382High ₹112.9884

Scheme details

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Regular Plan
Option: GROWTH
AMFI scheme code: 109059
ISIN (growth / payout): INF903J01629
ISIN (reinvestment): —
52-week high: ₹112.9884
52-week low: ₹93.382

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 11.6% p.a.: ₹11,34,419

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Financial Services Opportunities FundDirect · GROWTH	Direct · GROWTH	₹124.2707	+10.38%	+13.12%	+14.20%
Sundaram Financial Services Opportunities FundDirect · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹33.8885	−4.49%	+2.60%	+6.17%
Sundaram Financial Services Opportunities FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹29.0732	−5.82%	+1.21%	+4.67%
Sundaram Financial Services Opportunities FundRegular · Institutional GROWTH	Regular · Institutional GROWTH	₹104.9194	+6.42%	+16.62%	—
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%	—

Sectoral/ Thematic peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Aditya Birla Sun Life Manufacturing Equity FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹40.24	+23.17%	+20.32%	+14.55%
Aditya Birla Sun Life International Equity FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹52.8653	+19.50%	+20.45%	+11.55%
Aditya Birla Sun Life Transportation and Logistics FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹17.27	+15.75%	—	—
Aditya Birla Sun Life Infrastructure FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹108.23	+14.75%	+15.98%	+17.14%
Aditya Birla Sun Life Special Opportunities FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹28.42	+13.14%	+17.32%	+12.98%
Aditya Birla Sun Life PSU Equity FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹35.94	+12.63%	+18.28%	+22.09%

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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.