Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 109059

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Regular Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹109.0735
AMFI Code / ISIN
109059 / INF903J01629
Category Peer Standing
#348 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2008-06-16 to 2026-11-09 (4,529 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+1.66% p.a.
3Y CAGR
+11.24% p.a.
5Y CAGR
+11.58% p.a.
10Y CAGR
+13.07% p.a.
Since Inception CAGR
+13.84% p.a.
Sortino Ratio (3Y)
0.39
Sharpe Ratio (3Y)
0.28
Calmar Ratio
0.26
Annualized Volatility (3Y)
+16.95%
Maximum Drawdown
-43.30%
1Y / 3Y / 5Y Rolling Mean CAGR
+17.47% / +13.70% / +13.39%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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