ZFunds
fund_image

Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment

EQUITY

share

Sundaram Financial Services Opportunities Fund Returns

NAV: ₹27.55

As of 2026-10-21

6.35%

1yr

11.11%

3yr

12.22%

5yr

All

Jan-26Mar-26May-26Aug-26Oct-26

Sundaram Financial Services Opportunities Fund Return Calculator

Select Investment Type

Monthly SIP

Lumpsum

Daily SIP

Invested Amount
₹0
Up By
NaN%
Your wealth in 0
₹0
Total Gain
₹0

Sundaram Financial Services Opportunities Fund Overview

arrow

About Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment

The Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment , a null multi-cap fund   Open Ended Mutual Funds   from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment - Performance

The Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment has set a great track record, delivering an impressive 1-year return of 6.35. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹1,722.04 Cr. and the latest NAV declared is 27.5521 as on 2026-10-21.

Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment - Investment Strategy

The Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment - Fees and Expenses

The Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment has an expense ratio of 1.79 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment - SIP Planning

The Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Sundaram Financial Services Opportunities Fund - Regular Plan- Idcw Reinvestment is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular null provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the null Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

... Read More

icon

Lock-in Period

Nil

icon

Min SIP

100

icon

Min Lumpsum

₹100

icon

Fund Size(Cr)

₹1,722

icon

Expense Ratio

1.79%

icon

Exit Load

Nil

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Sundaram Financial Services Opportunities Fund Holdings

arrow

Sundaram Financial Services Opportunities Fund AMC Details

arrow
  • Fund House

    Sundaram Asset Management Company Limited

Sundaram Financial Services Opportunities Fund FAQs

arrow

How can I invest in the Sundaram Financial Services Opportunities Fund ?

arrow

What are the historical returns of the Sundaram Financial Services Opportunities Fund ?

arrow

What is the Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund currently?

arrow

Is Sundaram Financial Services Opportunities Fund a good investment option for me?

arrow

What are the expense ratios associated with Sundaram Financial Services Opportunities Fund ?

arrow

Can I invest in both SIP and Lump Sum plans for Sundaram Financial Services Opportunities Fund ?

arrow

How can I redeem my investments in the Sundaram Financial Services Opportunities Fund ?

arrow

What is the current Asset Under Management (AUM) for Sundaram Financial Services Opportunities Fund ?

arrow

How can I invest in the Sundaram Financial Services Opportunities Fund through SIPs of INR 1000 per month?

arrow

Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.