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Sundaram Financial Services Opportunities Fund - Institutional - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic

Returns (NAV as on 27th May, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-May-20 10208.30 2.08% - 5.11% 1/1
1 Month 27-Apr-20 9535.50 -4.65% - -5.18% 1/1
3 Month 27-Feb-20 6603.60 -33.96% - -30.01% 1/1
6 Month 27-Nov-19 6495.80 -35.04% - -33.71% 1/1
YTD 01-Jan-20 6367.90 -36.32% - -34.72% 1/1
1 Year 27-May-19 7016.50 -29.84% -29.77% -27.98% 1/1
2 Year 25-May-18 7914.10 -20.86% -11.00% -10.52% 1/1
3 Year 26-May-17 8483.30 -15.17% -5.33% -4.58% 1/1
5 Year 27-May-15 11046.20 10.46% 2.01% 2.53% 1/1
Since Inception 30-Jul-10 17662.70 76.63% 5.96% 6.21% 1/1

SIP Returns (NAV as on 27th May, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-May-19 12000 8745.38 -27.12 % -45.89 %
2 Year 25-May-18 24000 18474.95 -23.02 % -23.08 %
3 Year 26-May-17 36000 28218.21 -21.62 % -15.18 %
5 Year 27-May-15 60000 54838.54 -8.6 % -3.53 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.11% 0.52% 13.22% -23.84% -23.76% -9.55% -3.90% 0.05% 5.82%
Nifty 50 -0.07% 4.61% 20.43% -7.18% -7.13% 3.42% -0.24% 5.17% 6.22%
Benchmark: Nifty Financial Services TRI -0.16% 0.54% 13.67% -24.51% -24.39% -11.14% -2.27% 4.24% 8.94%
Category Average 0.11% 0.52% 13.22% -23.84% -23.76% -9.55% -3.90% 0.05% 5.82%
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1 1/1 1/1 1/1
Best in Category 0.11% 0.52% 13.22% -23.84% -23.76% -9.55% -3.90% 0.05% 5.82%
Worst in Category 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

Best Quarters

Period This Fund Nifty 50 Nifty Financial Services TRI Category Average
Q2 - 2020 2.91% 24.82% 18.11% 2.91%
Q1 - 2020 0.45% -29.43% -36.07% 0.45%

Worst Quarters

Period This Fund Nifty 50 Nifty Financial Services TRI Category Average
Q1 - 2020 0.45% -29.43% -36.07% 0.45%
Q2 - 2020 2.91% 24.82% 18.11% 2.91%

Forum

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