Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 2.08
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Financial Services TRI
Inception: 10-05-2008
Exit Load: Nil
Fund Size:₹1,656.77 Cr
Performance
1Y
Fund-12.37%
Cat. Avg.N/A
2Y
Fund-4.22%
Cat. Avg.N/A
3Y
Fund0.01%
Cat. Avg.N/A
5Y
Fund3.05%
Cat. Avg.N/A
10Y
Fund4.92%
Cat. Avg.N/A
SI
Fund5.79%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56459 | -5.9% | -12.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.8% | -7.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.68 L. | -6.8% | -4.7% |
| 5Y | 08 Nov, 21 | 3 L. | 3.10 L. | +3.5% | +1.4% |
| 10Y | 07 Nov, 16 | 6 L. | 7.63 L. | +27.2% | +4.8% |
| SI | 07 Jul, 08 | 11 L. | 18.91 L. | +71.9% | +5.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 87632 | -12.4% | -12.4% |
| 2Y | 16 Oct, 24 | 1 L. | 91730 | -8.3% | -4.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.00 L. | +0.0% | +0.0% |
| 5Y | 18 Oct, 21 | 1 L. | 1.16 L. | +15.8% | +3.0% |
| 10Y | 17 Oct, 16 | 1 L. | 1.62 L. | +61.6% | +4.9% |
| SI | 16 Jun, 08 | 1 L. | 2.81 L. | +181.0% | +5.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.