Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTH
Sundaram · Sectoral/ Thematic · Equity · #119597
NAV history
Latest NAV12 Oct 2026
₹119.29
| 1 Day | +0.42% |
|---|---|
| 1 Month | -4.11% |
| 6 Month | -0.03% |
| 1 Year CAGR | +2.58% |
| 3 Year CAGR | +11.11% |
| 5 Year CAGR | +12.57% |
| 10 Year CAGR | +14.07% |
CAGR is computed from growth-plan NAV history and is not investment advice.
Fund facts
- Expense ratio (Direct)
- 0.74%
- AUM · April - June 2026
- ₹1,618 Cr
Expense ratio (direct plan) and AUM are sourced from AMFI disclosures; AUM is the scheme's quarterly average across all plans. Figures are indicative — confirm against the scheme document before investing.
Similar Sectoral/ Thematic funds
Ranked by 5-year CAGR.
- LIC MF Infrastructure Fund - Direct Plan - GrowthLIC · Equity₹60.81#11Y+6.34%3Y+21.38%5Y+20.45%10Y+17.38%
- Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹37.65#21Y+2.87%3Y+16.88%5Y+20.21%10Y—
- SBI PSU FUND - Direct Plan - GrowthSBI · Equity₹35.64#31Y-1.62%3Y+17.75%5Y+20.09%10Y+13.18%
- BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUND - Direct Plan - GrowthBank of India · Equity₹77.47#41Y+14.69%3Y+20.55%5Y+19.56%10Y+19.12%
- ICICI Prudential Infrastructure Fund - Direct Plan - GrowthICICI Prudential · Equity₹206.76#51Y-3.37%3Y+15.03%5Y+18.63%10Y+17.28%
- SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - GrowthSBI · Equity₹573.02#61Y+15.02%3Y+22.40%5Y+17.45%10Y+14.52%
- quant Quantamental Fund - Direct Plan - Growth OptionQuant · Equity₹25.46#71Y+3.72%3Y+13.61%5Y+17.45%10Y—
- Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹81.25#81Y+4.72%3Y+14.96%5Y+17.30%10Y+15.92%
More funds from Sundaram
Other Sundaram schemes ranked by 5-year CAGR. View all Sundaram funds →
- Sundaram Long Term Tax Advantage Fund Series IVSundaram · Equity₹35.68#11Y+4.47%3Y+10.69%5Y+14.93%10Y—
- Sundaram Long Term Tax Advantage Fund Series IIISundaram · Equity₹31.10#21Y+5.02%3Y+10.59%5Y+14.89%10Y—
- Sundaram Small Cap Fund - Direct Plan - GROWTHSundaram · Equity₹323.52#31Y+12.33%3Y+15.01%5Y+14.83%10Y+14.82%
- Sundaram Mid Cap Fund - Direct Plan - GROWTHSundaram · Equity₹1,540.01#41Y+0.05%3Y+15.87%5Y+14.79%10Y+13.71%
- Sundaram Long Term Tax Advantage Fund Series IVSundaram · Equity₹34.90#51Y+4.27%3Y+10.47%5Y+14.70%10Y—
- Sundaram Long Term Tax Advantage Fund Series IIISundaram · Equity₹30.04#61Y+4.77%3Y+10.34%5Y+14.63%10Y—
- Sundaram Long Term Tax Advantage Fund Series IVSundaram · Equity₹32.78#71Y+4.47%3Y+8.87%5Y+13.80%10Y—
- Sundaram Long Term Tax Advantage Fund Series IIISundaram · Equity₹29.60#81Y+5.02%3Y+8.79%5Y+13.77%10Y—