Sundaram Financial Services Opportunities Fund Institutional Plan - Growth

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  • Equity Scheme >  
  • Sectoral/Thematic Funds
NAV: ₹ 104.9194 ↓ -0.11%
[as on 22 January, 2025]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth and its peers as on 22 January, 2025
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth -3.79% -0.11% -0.37% -3.28% -5.62% 6.42% 16.62% 15.46% 13.16% 12.6%
SBI MNC FUND - REGULAR PLAN -GROWTH 18.36% -0.65% 0.39% 3.16% 12.3% 17.7% 7.88% 8.46% 14.49% 11.28%
SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH 24.05% -0.97% 0.62% 1.74% 14.42% 21.8% 23.77% 17.45% 24.86% 13.83%
SBI COMMA Fund - REGULAR PLAN - Growth 7.06% 0.01% 0.38% 1.99% 1.43% 15.19% 16.26% 11.33% 19.93% 15.05%
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth -2.73% -1.03% -0.99% -0.66% 5.03% 1.5% 9.62% 8.35% 13.01% 11.07%
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH 0.35% 0.1% -2.14% -2.9% -1.18% 4.27% 13.61% 15.95% 19.39% 14.37%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 11.74% 35.05% -1.39% 26.32% 4.02% 19.54% 16.28% 32.48% 9.17%-

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns----------

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 13.52% -32.57%

NAV history

Sundaram Financial Services Opportunities Fund Institutional Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
22 January, 2025104.9194 -0.11%
21 January, 2025105.0354 -1.43%
20 January, 2025106.5580 0.89%
17 January, 2025105.6139 -1.13%
16 January, 2025106.8241 1.43%
15 January, 2025105.3130 -0.08%
14 January, 2025105.4021 1.84%
13 January, 2025103.4945 -2.02%
10 January, 2025105.6243 -1.87%
9 January, 2025107.6409 -0.75%
8 January, 2025108.4558 -0.42%
7 January, 2025108.9149 0.33%
6 January, 2025108.5580 -1.75%
3 January, 2025110.4945 -0.35%
2 January, 2025110.8842 1.68%
1 January, 2025109.0555 0.68%
31 December, 2024108.3235 -0.27%
30 December, 2024108.6219 -0.58%
27 December, 2024109.2515 -0.01%
26 December, 2024109.2588 0.23%
24 December, 2024109.0038 -0.03%
23 December, 2024109.0326 0.51%
20 December, 2024108.4802 -1.79%
19 December, 2024110.4606 -1.02%
18 December, 2024111.5939 -1.16%
17 December, 2024112.9064 -1.34%
16 December, 2024114.4393 -0.05%
13 December, 2024114.4972 0.04%
12 December, 2024114.4551 -0.4%
11 December, 2024114.9170

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The latest NAV of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth is 104.9194 as on 22 January, 2025.
  • What are YTD (year to date) returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The YTD (year to date) returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth are -3.79% as on 22 January, 2025.
  • What are 1 year returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The 1 year returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth are 6.42% as on 22 January, 2025.
  • What are 3 year CAGR returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth are 16.62% as on 22 January, 2025.
  • What are 5 year CAGR returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth are 15.46% as on 22 January, 2025.
  • What are 10 year CAGR returns of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Financial Services Opportunities Fund Institutional Plan - Growth are 15.46% as on 22 January, 2025.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Financial Services Opportunities Fund Institutional Plan - Growth?
    Sundaram Financial Services Opportunities Fund Institutional Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.