ReviewPlan n/a · Growth
Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual FundEquity Scheme - Sectoral/ Thematic18.3 years
- NAV
- 104.9194
- 22 Jan 2025
- 1Y
- +8.2%
- Trailing CAGR
- AUM
- ₹22,000
- 31 Mar 2025
- Volatility
- High
- 26.0% 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+8.2%
- 3Y+16.6%
- 5Y+15.3%
- 10Y+12.6%
- SI+15.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.0%
- 3Y+17.1%
- 5Y+19.6%
- 10Y+15.9%
- Since inception
- +15.2%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -11.5%
- 3073 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2584 daily-ending windows
- SIP 3Y XIRR
- +17.1%
- 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
- 14 days
- 147 recovered episodes
- Longest recovery
- 268 days
- Trough to prior peak
- Current spell
- 118 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
16 Jan 2020 – 16 Dec 2020
Trough 23 Mar 2020 · recovered in 268 days
-43.2%
9 Nov 2010 – 19 May 2014
Trough 3 Sept 2013 · recovered in 258 days
-41.6%
11 Aug 2008 – 15 May 2009
Trough 9 Mar 2009 · recovered in 67 days
-37.6%
27 Jan 2015 – 18 Aug 2016
Trough 25 Feb 2016 · recovered in 175 days
-33.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
72
Vs category
n/a
Consistency
n/a
Risk-adjusted
51
Drawdown
0
Mean
41
What changed
RENAME
Sundaram Financial Services Opportunities Fund - Institutional renamed to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal)
6 Jan 2025
RENAME
Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) renamed to Sundaram Financial Services Opportunities Fund - Institutional
22 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal).
6 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) to Sundaram Financial Services Opportunities Fund - Institutional.
22 Jan 2025
RENAME
Sundaram Financial Services Opportunities Fund - Institutional renamed to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal)
6 Jan 2025
RENAME
Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) renamed to Sundaram Financial Services Opportunities Fund - Institutional
22 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal).
6 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) to Sundaram Financial Services Opportunities Fund - Institutional.
22 Jan 2025
RENAME
Sundaram Financial Services Opportunities Fund - Institutional renamed to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal)
6 Jan 2025
RENAME
Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) renamed to Sundaram Financial Services Opportunities Fund - Institutional
22 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional to Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal).
6 Jan 2025
RENAME
Scheme renamed from Sundaram Financial Services Opportunities Fund - Institutional (Income Distribution CUM Capital Withdrawal) to Sundaram Financial Services Opportunities Fund - Institutional.
22 Jan 2025
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 22 Jan 2025
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +20.3%
- Vol
- 16.8%
- Max DD
- -42.2%
- Sharpe
- 0.20
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Edelweiss Recently Listed IPO Fund
Edelweiss Mutual Fund
- 1Y
- +18.0%
- 3Y
- +17.3%
- Vol
- 18.7%
- Max DD
- -32.3%
- Sharpe
- 0.62
- 3Y win
- +48%
- Lower volatility
- Shallower drawdown
- 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 trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns