Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.78%
AUM
₹1.79 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-7.61%
Poor
6 Months
-2.36%
Poor
1 Year
+12.79%
Average
3 Years
+10.90%
Below Average
5 Years
+10.10%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.79 Cr
Recent Trend
Declining
Stability Score
35.4
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+0.62%
3Y
3Y CAGR
+22.29%
5Y
5Y CAGR
+57.55%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
19.00%
Annualized standard deviation
Sharpe Ratio
0.508
Fair - Risk-adjusted return
Max Drawdown
-20.30%
High - Worst decline
Consistency
55.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.20%
Average daily price movement
Annualized Volatility
19.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance