Sundaram Financial Services Opportunities Fund - 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 05th December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28-Nov-25	9914.70	-0.85%	-	-0.63%	141/242
1 Month	04-Nov-25	10186.00	1.86%	-	-0.21%	50/250
3 Month	05-Sep-25	11093.60	10.94%	-	2.87%	3/245
6 Month	05-Jun-25	10522.60	5.23%	-	4.34%	89/234
YTD	01-Jan-25	11510.60	15.11%	-	4.17%	28/220
1 Year	05-Dec-24	10984.80	9.85%	9.85%	1.19%	30/208
2 Year	05-Dec-23	12620.70	26.21%	12.32%	15.12%	121/163
3 Year	05-Dec-22	16195.40	61.95%	17.42%	17.70%	63/137
5 Year	04-Dec-20	23018.10	130.18%	18.12%	19.27%	55/112
10 Year	04-Dec-15	41093.70	310.94%	15.16%	14.47%	33/83
Since Inception	10-Jun-08	108967.40	989.67%	14.62%	11.89%	98/219

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	05-Dec-24	12000	13212.97	10.11 %	19.21 %
2 Year	05-Dec-23	24000	27295.82	13.73 %	12.89 %
3 Year	05-Dec-22	36000	45893.72	27.48 %	16.4 %
5 Year	04-Dec-20	60000	91967.89	53.28 %	17.09 %
10 Year	04-Dec-15	120000	276270.75	130.23 %	15.91 %

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.71%	1.86%	10.94%	5.23%	15.88%	9.85%	12.32%	17.42%	18.12%
Nifty 50	0.59%	2.30%	5.84%	5.80%	10.75%	5.98%	12.04%	11.86%	14.56%
Benchmark: Nifty Financial Services TRI	0.98%	2.55%	7.74%	6.45%	19.75%	13.85%	16.19%	14.15%	15.28%
Category Average	0.13%	-0.21%	2.87%	4.34%	4.17%	1.19%	15.12%	17.70%	19.27%
Category Rank	26/217	50/250	3/245	89/234	28/220	30/208	121/163	63/137	55/112
Best in Category	1.27%	9.72%	12.60%	47.44%	45.01%	41.86%	38.83%	33.64%	34.22%
Worst in Category	-1.19%	-5.57%	-5.08%	-9.73%	-20.64%	-17.27%	1.61%	6.48%	2.80%