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Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 80/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)13.79%
- Expense ratio (20%)0.92%
- AUM (15%)₹1,679 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Sectoral
₹124.75
AUM: ₹1,678 Cr
NAV updated 19 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
0.92%
Exit Load
Exit load of 0.5% if redeemed within 30 days
Fund Manager
S Krishnakumar
Inception
Jan 2013
Benchmark
NIFTY Financial Services Total Return Index
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.38%
3m
+7.16%
6m
+4.24%
1y
+12.28%
3y
+13.79%
5y
+14.34%
10y
+13.95%
since inception
+7.62%
TopFund's Take on Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) ranks among the stronger performers in the Sectoral category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 80/100.
Cost: At 0.92%, the expense ratio is roughly in line with the Sectoral category average of 0.99% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹124.75. NAV is updated every business day after market close by AMFI.
1Y: 12.28% · 3Y CAGR: 13.79% · 5Y CAGR: 14.34%
The expense ratio of Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is 0.92% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar at Sundaram Mutual Fund.
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹1,679 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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