Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 109061

Sundaram Financial Services Opportunities Fund Institutional Plan - Growth

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

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

Latest NAV (2025-01-22)
₹104.9194
AMFI Code / ISIN
109061 / INF903J01652
Category Peer Standing
#142 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2008-06-16 to 2025-01-22 (4,084 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
+6.35% p.a.
3Y CAGR
+16.60% p.a.
5Y CAGR
+15.46% p.a.
10Y CAGR
+12.60% p.a.
Since Inception CAGR
+15.18% p.a.
Sortino Ratio (3Y)
0.82
Sharpe Ratio (3Y)
0.61
Calmar Ratio
0.38
Annualized Volatility (3Y)
+16.63%
Maximum Drawdown
-43.22%
1Y / 3Y / 5Y Rolling Mean CAGR
+17.19% / +14.57% / +14.19%

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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