Sundaram Financial Services Opportunities Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Returns (NAV as on 25th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	18-Nov-25	9950.90	-0.49%	-	-0.79%	81/231
1 Month	24-Oct-25	10220.90	2.21%	-	-0.36%	11/229
3 Month	25-Aug-25	10857.80	8.58%	-	2.02%	3/224
6 Month	23-May-25	10556.70	5.57%	-	5.75%	102/215
YTD	01-Jan-25	11592.70	15.93%	-	4.67%	20/201
1 Year	25-Nov-24	11474.70	14.75%	14.75%	5.21%	20/187
2 Year	24-Nov-23	13825.10	38.25%	17.53%	18.85%	88/144
3 Year	25-Nov-22	16958.40	69.58%	19.23%	19.64%	55/117
5 Year	25-Nov-20	25170.90	151.71%	20.26%	21.53%	47/93
10 Year	24-Nov-15	45543.60	355.44%	16.35%	15.43%	27/65
Since Inception	02-Jan-13	57132.10	471.32%	14.46%	13.68%	118/201

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	25-Nov-24	12000	13288.5	10.74 %	20.39 %
2 Year	24-Nov-23	24000	27761.53	15.67 %	14.64 %
3 Year	25-Nov-22	36000	47213.42	31.15 %	18.39 %
5 Year	25-Nov-20	60000	96353.62	60.59 %	18.99 %
10 Year	24-Nov-15	120000	299953.12	149.96 %	17.43 %

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	1.47%	3.71%	11.86%	6.63%	18.43%	16.00%	18.36%	19.79%	20.26%
Nifty 50	1.24%	1.59%	6.04%	4.82%	10.83%	8.31%	14.95%	12.26%	15.06%
Benchmark: Nifty Financial Services TRI	1.43%	1.51%	7.16%	5.34%	19.40%	16.75%	20.21%	14.19%	15.30%
Category Average	1.13%	0.68%	4.25%	6.38%	5.81%	6.26%	19.41%	19.95%	21.47%
Category Rank	20/208	4/229	3/227	90/216	20/202	21/188	86/145	54/118	49/94
Best in Category	1.78%	4.87%	14.71%	50.13%	43.88%	49.53%	38.54%	37.20%	34.33%
Worst in Category	0.14%	-3.17%	-3.89%	-7.07%	-17.94%	-13.14%	3.33%	8.22%	3.48%