71
Banking & FinancialBuy
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #5 of 30 by Smart Score
Trailing returns
1 Year
5.8%
+2.3% vs index
3 Years
15.5%
+6.1% vs index
5 Years
15.6%
+4.7% vs index
Since launch
14.0%
Year-by-year performance
2021
+17.0%+4.0% vs index
2022
+18.5%-3.3% vs index
2023
+33.1%+20.1% vs index
2024
+8.5%+2.6% vs index
2025
+18.5%+0.7% vs index
2026
+1.4%+2.9% vs index
Why this score
Sundaram FIn Services Opp scores 71/100 — #5 of 30 Banking & Financial fund (Buy). It stands out for 5y return and 3y return — beating 88% of peers on 5y return. The main drag is its volatility (better than only 19% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
5Y return15.63% · 88th percentile in category
3Y return15.49% · 79th percentile in category
Expense ratio0.89% · 88th percentile in category
Volatility16.72 · 19th percentile in category
Sharpe ratio0.61 · 73rd percentile in category
Alpha4.27 · 73rd percentile in category