Sundaram Mutual FundSundaram Financial Services Opportunities Fund Direct Plan - Growth
Equity Scheme - Sectoral/ ThematicDirect planGrowthInception —
NAV vs Benchmark
Trailing Returns
| Series | 1Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|
| Scheme | 1.48% | 15.63% | 14.96% | 15.34% | 13.66% |
| Benchmark | -0.51% | 13.25% | 12.00% | 6.55% | 88.66% |
| Excess | 1.99% | 2.38% | 2.96% | 8.78% | -75.00% |
Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.
Expense Ratio (TER)
Direct
0.79%
Regular
2.07%
Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.
YieldIQ Fund Score
C
58/ 100
Rule-based composite of returns, risk, cost, and tenure.
Fee impact calculator
What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.
No fees
₹3,10,585
Direct plan
₹2,89,360
Regular plan
₹2,57,728
Fee drag · Direct, 10y
₹21,225
Direct keeps more than Regular
₹31,632
Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.