Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
![]() | 0.9% |
![]() Benchmark | S&P BSE BANKEX INR |
![]() | ₹831 Cr |
![]() | 1 January, 2013 |
![]() | ₹0/₹0 |
![]() Exit Load | 1% |
![]() | No Lock-in |
![]() TurnOver | 58.29% |
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.46% | 3.46% |
6 Month Returns | 26.51% | 26.51% |
1 Year Returns | 30.99% | 30.99% |
3 Years Returns | 130.67% | 32.13% |
5 Years Returns | 127.26% | 17.84% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option | 12.51 | 5.71 | 2.28 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option | 0.92 | 0.95 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option | 1.17 | 1.02 | 0.45 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Option | 12.74 | 20.83 | 25.71 |