Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Benchmark: Nifty Financial Services TRI · Riskometer: Very High
₹126.6509
NAV (2026-08-31)
₹1,722.04 Cr
AUM (2026-08-31)
0.92%
EXPENSE RATIO (DIRECT)
2008-05-10
INCEPTION
Punji Fund Health Score - percentile-within-category. See methodology.
CHART
Rolling CAGR by holding period - min, median, max
Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.
| Metric | Value | Percentile | Category median |
|---|---|---|---|
| 3Y Rolling CAGR | 16.5% | 39.81th | 17.5% |
| 3Y Sharpe Ratio | 0.54 | 45.05th | 0.63 |
| 3Y Alpha | 4.4% | 72.73th | 2.7% |
| 3Y Std Deviation | 15.5% | 41.44th (lower is better) | 15.0% |
0.5353
0.7992
4.3846
0.9403
15.464
-17.23
100.6121
89.7477
6.7003
Tracking Error (%)
0.8803
3-year window vs. Nifty Financial Services TRI.
CHART
Top sector holdings
Share of portfolio (% to NAV) in each of the top sectors.
TOP HOLDINGS
Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:
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Asset Allocation
As of Jul-2026
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Market Cap Split
As of Jul-2026
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Credit Quality
As of Jul-2026
Portfolio analytics as of Jul-2026.
Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.