ICICI Prudential Mutual Fund
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND - Direct Plan Growth
Sectoral / Thematic
+10.3% 3Y CAGR
Sundaram Mutual Fund
Sectoral / Thematic · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Financial Services Opportunities Fund is a Sectoral / Thematic fund from Sundaram Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹1,569 crore, the 91st largest of 246 Sectoral / Thematic funds. Its expense ratio is 0.92% a year, lower than the median of 1.15% for Sectoral / Thematic funds.
Over the last three years it returned 10.26% a year, 94th of 137 Sectoral / Thematic funds (median 12.96%). Over five years it returned 11.39% a year, 45th of 98. It is 1.16 percentage points a year ahead of its benchmark, the Nifty Financial Services TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 17.2%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-5.53%
3 Years
+10.26%
5 Years
+11.39%
Since launch (2 Jan 2013)
+12.84%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -4.65% | -9.62% | +4.97 pts |
| 3 Years | +11.10% | +9.94% | +1.16 pts |
| 5 Years | +11.75% | +6.62% | +5.13 pts |
| 10 Years | +13.43% | +12.69% | +0.74 pts |
| Since launch | +12.96% | +12.86% | +0.10 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
16.9%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-17.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Financial Services Opportunities Fund, in the same category, ranked by 3-year return.
ICICI Prudential Mutual Fund
Sectoral / Thematic
+10.3% 3Y CAGR
Canara Robeco Mutual Fund
Sectoral / Thematic
+10.2% 3Y CAGR
ICICI Prudential Mutual Fund
Sectoral / Thematic
+10.2% 3Y CAGR
Sundaram Financial Services Opportunities Fund Direct Plan - Growth
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