Sundaram Financial Services Opportunities Fund - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Sectoral/ Thematic

NAV as of 9 Sept 2026

₹28.9214

1y return: −5.56%; absolute
3y return: +1.03%; CAGR
5y return: +4.56%; CAGR

NAV history

Low ₹26.9715High ₹34.1554

Scheme details

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Regular Plan
Option: IDCW (Income Distribution CUM Capital Withdrawal)
AMFI scheme code: 109058
ISIN (growth / payout): INF903J01603
ISIN (reinvestment): INF903J01611
52-week high: ₹34.1554
52-week low: ₹26.9715

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 1% p.a.: ₹6,31,275

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 · 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
Sundaram Business Cycle FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹11.4836	+4.09%	—	—
Sundaram Business Cycle FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹11.4836	+4.09%	—	—
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹57.501	+0.26%	+6.79%	+8.71%
Sundaram Multi-Factor FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹9.673	−2.70%	—	—
Sundaram Multi-Factor FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹9.673	−2.70%	—	—
Sundaram Services FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹21.7626	−8.71%	+2.67%	+4.68%

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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.