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

Sundaram Mutual Fund · Sectoral/ Thematic

NAV as of 6 Jan 2025

₹33.8495

1y return: −0.38%; absolute
3y return: +9.43%; CAGR
5y return: —; CAGR

NAV history

Low ₹22.1123High ₹40.0814

Scheme details

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Regular Plan
Option: Institutional IDCW (Income Distribution CUM Capital Withdrawal)
AMFI scheme code: 109060
ISIN (growth / payout): INF903J01637
ISIN (reinvestment): INF903J01645
52-week high: ₹40.0814
52-week low: ₹32.608

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 9.4% p.a.: ₹9,97,512

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 GROWTH	Regular · Institutional GROWTH	₹104.9194	+6.42%	+16.62%	—

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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.