Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
- Equity
- Banking & Financial
- Status: Open
Historical NAV & Returns
Calculate Your Returns
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Growth Calculator
SIP Amount
Investment Duration
Step up (Annually)
Stop comparing, start growing. Get expert-made portfolios ready for you.
Fund Overview
₹1,590.29 Cr.
₹100
₹100
INF903J01603
2.08%
No Lock-in
Trailing Returns
View full Return AnalysisAs of June 25, 2026
Risk Analysis
View full Risk Analysis
Suitable for conservative investments and investors with low risk tolerance.
About This Fund
More InformationSundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a scheme launched by Sundaram Mutual Fund on June 10, 2008, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 1,590.29 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.08% for managing the portfolio.
Investing Strategy:
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Performance:
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) trailing returns over different times are -10.84% (1 year), 4.37% (3 year) and 4.45% (5 year). The average annual return of this fund stands at -9.23%.
SIP Amount
Monthly SIP Date
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
+10k investors used our Suitability Test to get better returns
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
All-in-one Mutual Fund Investing app for everyone.
Start your Investing Journey Today.
