ReviewDirect · Growth
Sundaram Financial Services Opportunities Fund
Sundaram Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
- NAV
- 121.8886
- 15 Sept 2026
- 1Y
- +7.1%
- Trailing CAGR
- AUM
- ₹1,678.66 Cr
- 31 Aug 2026
- Volatility
- High
- 20.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+7.1%
- 3Y+11.9%
- 5Y+13.8%
- 10Y+13.9%
- SI+13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.9%
- 3Y+7.5%
- 5Y+13.3%
- 10Y+14.9%
- Since inception
- +13.5%
- Calendar-day CAGR
- Excess 1Y
- +1.1%
- Category median, same plan and option
- 3Y win rate
- +71%
- Windows beating the median
- 3Y percentile
- 53
- Vs comparable share classes
- Worst rolling 3Y
- -7.0%
- 2637 daily-ending windows
- Median rolling 3Y
- +16.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +7.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 144 recovered episodes
- Longest recovery
- 268 days
- Trough to prior peak
- Current spell
- 209 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
16 Jan 2020 – 16 Dec 2020
Trough 23 Mar 2020 · recovered in 268 days
-43.2%
15 Jan 2013 – 12 May 2014
Trough 3 Sept 2013 · recovered in 251 days
-36.4%
27 Jan 2015 – 18 Aug 2016
Trough 25 Feb 2016 · recovered in 175 days
-33.0%
26 Oct 2021 – 13 Sept 2022
Trough 16 Jun 2022 · recovered in 89 days
-20.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
53
Vs category
57
Consistency
63
Risk-adjusted
49
Drawdown
0
Mean
44
Portfolio
31 Aug 2026 · 29 holdings · top 10 are 65.5%.
- Top 5
- 43.8%
- Top 10
- 65.5%
- Largest holding
- 11.5%
- Effective holdings
- 17.6
ICICI Bank Ltd
Financial
11.5%
Axis Bank Ltd
Financial
10.1%
State Bank of India
Financial
8.2%
HDFC Bank Ltd
Financial
7.9%
Kotak Mahindra Bank Ltd
Financial
5.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 71% of rolling 3-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI Prudential Commodities Fund
ICICI Prudential Mutual Fund
- 1Y
- +6.6%
- 3Y
- +13.4%
- Vol
- 23.0%
- Max DD
- -41.2%
- Sharpe
- 0.91
- 3Y win
- +89%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility