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Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Sectoral
Very High
₹33.85
Current NAV
06 Jan 2025
0.6%
1Y Return
9.3%
3Y CAGR
8.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.65).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.15).
  • Very large asset base (AUM: ₹23,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.65
Sharpe Ratio
1.55
Beta
4.15
Alpha
2.23
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹23200 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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