Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Sundaram Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,584 cr
TER direct / regular
0.86% / 2.14%
CAGR (full)
15.9%
Sharpe (full)
0.63
Sharpe (bull ≤Sep-24)
2.58
Sharpe (sideways Oct-24→)
0.03
Max drawdown
-36.1%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
11.3%
-9.8%
0.40
12
FY23
11.8%
8.5%
0.36
12
FY24
39.9%
-6.4%
2.67
12
FY25
9.7%
2.6%
0.30
12
FY26
-0.6%
0.6%
-0.21
12
FY27*
17.5%
-0.9%
1.91
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-10.3
-2.7
+7.6
-1.0
-5.8
-13.9
-11.1
+7.1
+17.3
-1.1
+3.7
-13.6
2014
-9.3
+3.3
+17.7
+0.1
+14.3
+3.9
-0.3
+2.8
-1.6
+9.4
+8.2
+1.6
+59.1
2015
+6.1
-3.2
-4.0
+0.0
+2.1
-1.8
+2.6
-7.6
+0.4
-0.1
+0.1
-3.0
-8.6
2016
-8.3
-10.2
+16.2
+4.5
+5.3
+4.5
+7.2
+4.4
-2.0
+1.8
-4.9
-2.9
+13.5
2017
+6.9
+6.0
+3.7
+4.1
+2.6
-0.2
+6.3
-3.3
-1.4
+4.2
+0.8
+1.1
+34.7
2018
+5.1
-7.3
-3.8
+5.4
+3.3
-3.7
+4.2
+1.3
-12.9
-0.2
+6.6
+1.3
-2.7
2019
-1.2
-2.5
+11.8
+0.7
+6.4
+1.0
-5.4
-1.7
+5.8
+3.3
+5.5
+1.9
+27.2
2020
-1.2
-5.6
-31.5
+13.0
-8.6
+10.1
+2.0
+7.1
-6.2
+8.1
+22.5
+5.2
+3.8
2021
-2.9
+12.5
-2.5
-0.9
+7.7
-0.8
+1.2
+6.0
+1.3
+3.2
-6.2
-1.5
+17.0
2022
+4.3
-4.9
+2.2
-1.7
-1.7
-5.8
+13.3
+4.7
-2.8
+6.6
+4.6
-0.2
+18.5
2023
-4.4
-0.9
+0.9
+5.5
+4.1
+5.0
+4.8
-1.5
+3.8
-1.1
+6.2
+7.2
+33.1
2024
-0.2
-0.6
+1.3
+5.7
-0.8
+7.5
-0.6
+1.5
+2.5
-3.8
-1.3
-2.6
+8.5
2025
-1.1
-3.6
+6.5
+7.0
+2.1
+3.3
-3.8
-5.7
+3.5
+6.1
+3.7
+0.2
+18.5
2026
+0.8
-0.3
-15.2
+11.6
-0.9
+5.4
-0.4
+1.2
+0.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard