Sundaram Financial Services Opportunities Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Sectoral/ Thematic
NAV as of 13 Oct 2026
₹33.0378
- 1y return
- −9.85%
- absolute
- 3y return
- +1.50%
- CAGR
- 5y return
- +4.91%
- CAGR
Low ₹21.7302High ₹39.4007
Scheme details
- Fund house
- Sundaram Mutual Fund
- Category
- Equity Scheme - Sectoral/ Thematic
- Plan
- Direct Plan
- Option
- IDCW (Income Distribution CUM Capital Withdrawal)
- AMFI scheme code
- 119596
- ISIN (growth / payout)
- INF903J01MZ9
- ISIN (reinvestment)
- INF903J01NA0
- 52-week high
- ₹39.3667
- 52-week low
- ₹31.291
SIP projection
An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.
- Amount invested
- ₹6,00,000
- Projected value at 1.5% p.a.
- ₹6,47,710
Other variants of this fund
| Scheme | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|
| Sundaram Financial Services Opportunities FundDirect · GROWTH | Direct · GROWTH | ₹121.1511 | +4.19% | ||
| Sundaram Financial Services Opportunities FundRegular · GROWTH | Regular · GROWTH | ₹105.6381 | +2.83% | ||
| Sundaram Financial Services Opportunities FundRegular · IDCW (Income Distribution CUM Capital Withdrawal) | Regular · IDCW (Income Distribution CUM Capital Withdrawal) | ₹28.3107 | −11.11% | ||
| Sundaram Financial Services Opportunities FundRegular · Institutional GROWTH | Regular · Institutional GROWTH | ₹104.9194 | +6.42% | ||
| Sundaram Financial Services Opportunities FundRegular · Institutional IDCW (Income Distribution CUM Capital Withdrawal) | Regular · Institutional IDCW (Income Distribution CUM Capital Withdrawal) | ₹33.8495 | −0.38% |
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 FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹11.3446 | +0.48% | ||
| Sundaram Business Cycle FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹11.3446 | +0.48% | ||
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)Direct · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹58.9008 | −6.08% | ||
| Sundaram Multi-Factor FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹9.4542 | −7.55% | ||
| Sundaram Multi-Factor FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹9.4542 | −7.55% | ||
| Sundaram Services FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Sundaram Mutual Fund | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹22.7343 | −13.81% |
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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. Yenmo Wealth Advisors is an AMFI-registered mutual fund distributor and does not provide investment advice.