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
Low ₹32.608High ₹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.
- 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 | ₹121.1511 | +4.19% | ||
| Sundaram Financial Services Opportunities FundDirect · IDCW (Income Distribution CUM Capital Withdrawal) | Direct · IDCW (Income Distribution CUM Capital Withdrawal) | ₹33.0378 | −9.85% | ||
| 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% |
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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.