InvestVerdict
Sundaram Financial Services Opportunities Fund
Regular Plan · GROWTH · Sectoral / Thematic · Scheme code 109059
Fund houseSundaram Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · GROWTH
History18.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.84 | 6.54 | -0.45 | 12.79 | 13.20 | 13.52 | 14.82 | 13.30 | 14.04 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 5.66 | 15.62 | 12.90 | — | 13.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 22.5% | 0.30 | 0.44 | 1.15 | -1.99% | -43.3% | 82.06 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 848 | -31.9% | 14.3% | 146.9% | 24% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.