Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Sundaram Mutual Fund · Managed by Rohit Seksaria; Shalav Saket
83strong
Latest NAV
₹124.2979
as of 18 Aug 2026
AUM
—
Expense ratio
0.67%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
83/100strong
Rank #180 of 1015 · top 17%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-1.84%
3M
6.27%
6M
-2.79%
1Y
8.76%
3Y CAGR
14.87%
5Y CAGR
15.02%
Since incep.
13.73%
Fund details
- Fund manager
- Rohit Seksaria; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 25%
- Volatility (3Y)
- 20.7%
- Rating (external)
- ★★★★☆as of 30 Jun 2026
Investment objective
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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