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Sundaram Financial Services Opportunities Fund - Growth - Direct Plan

Debt - Ultra Short Duration Fund

NAV as 21-Sep-2026 ₹ 123.8255

Returns (p.a.) 7.81%

Returns (day) -0.02%

Min. Investment

SIP ₹500 & Lumpsum ₹500

Riskometer Very High

Riskometer rating: Very High

Expense Ratio

0.92%

as on 31-Aug-2026

Age

13 Years 8 Months 20 Days

AUM (Fund size)

₹ 172204.21 Crs

Lock-In

No Lock-In Period

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

Benchmark

Nifty Financial Services - TRI

This Fund
NIFTY50
NAV chart timeframe changed to 6M.
NAV performance values for the selected 6M period
DateThis Fund NAVNIFTY50 Value
01-Sep-2026124.939424055.8
02-Sep-2026124.256123914.45
03-Sep-2026124.782623873.45
04-Sep-2026125.051323897.7
07-Sep-2026124.748323779.15
08-Sep-2026124.363723635.1
09-Sep-2026123.617423431.5
10-Sep-2026124.270723477.8
11-Sep-2026124.405923398.1
16-Sep-2026123.212223217.6
Mutual fund and index NAV comparison
InstrumentPrice/NAVPercentageInterval
Mutual Fund₹123.837.81%6 Months
Index23217.600.00%--

Historical Returns

1 Week

-0.45%

1 Month

-0.36%

6 Months

5.46%

1 Year

7.81%

3 Years

0.00%

5 Years

13.75%

Max

13.61%