Sundaram Financial Services Opportunities Fund

ThematicDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Sundaram Financial Services Opportunities Fund is a Thematic fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹1,614 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 10.3% a year and its Regular plan returned 8.8% a year. Its benchmark, Nifty Financial Services TRI, returned 9.8% a year over the same 3 years.

NAV (Direct plan): ₹114.26; ▼ 1.60%30-10-2026
NAV (Regular plan): ₹99.57; ▼ 1.61%30-10-2026
Expense ratio: 0.92%Direct2.20%Regular; 0.92%; A year
Riskometer: Very High; Set by the fund house
3 year return: 10.3%Direct8.8%Regular; 10.3%; A year

Sundaram Financial Services Opportunities Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹114.26 (down 1.60% that day); Regular Plan Growth ₹99.57 (down 1.61% that day).

This fund (Direct plan)

₹114.2636

Sundaram Financial Services Opportunities Fund Returns vs Nifty Financial Services TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−3.81%	−6.67%	−3.70%	−5.53%	+10.28%	+11.40%	+13.25%
This fund (Regular)	−3.91%	−6.97%	−4.31%	−6.76%	+8.82%	+9.85%	+11.90%
Nifty Financial Services TRI	+0.30%	−5.63%	−2.88%	−8.88%	+9.77%	+6.64%	+12.73%
Thematic average	−2.09%	−4.52%	+0.86%	−1.22%	+13.76%	+11.62%	+13.76%
Best in Thematic	+11.54%	+11.27%	+22.16%	+75.71%	+54.78%	+21.14%	+19.31%
Worst in Thematic	−16.05%	−11.74%	−13.97%	−22.44%	−4.46%	+3.65%	+7.72%
Rank in Thematic	178/235	156/232	172/232	130/215	89/133	45/96	37/63

Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.

Sundaram Financial Services Opportunities Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty Financial Services TRI
2026to date	−8.46%	−9.45%	−9.69%
2025	+18.48%	+16.94%	+18.60%
2024	+8.54%	+7.07%	+10.52%
2023	+33.11%	+31.12%	+14.31%
2022	+18.51%	+16.78%	+10.47%
2021	+17.01%	+15.34%	+14.55%

Sundaram Financial Services Opportunities Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,666 periods, one for each trading day from 04-01-2016 to 30-10-2026.

−10%0%10%20%30%40%

Nov 2013
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025

Sundaram Financial Services Opportunities Fund (Direct)Nifty Financial Services TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	3,154	14.3%	−32.6%	95.8%	18%	15.3%	58%
2 years	2,912	15.4%	−13.4%	47.8%	5%	15.3%	56%
3 years	2,666	16.3%	−7.0%	35.7%	4%	14.5%	57%
5 years	2,173	15.3%	−0.1%	30.7%	0%	14.2%	39%
7 years	1,684	15.2%	5.4%	20.6%	0%	14.4%	46%
10 years	941	15.6%	12.0%	19.6%	0%	15.0%	85%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	154	16.9%	−52.6%	90.7%	22%	15.6%	60%
2 years	142	16.6%	−26.4%	48.6%	11%	15.5%	57%
3 years	130	17.2%	−17.1%	29.9%	5%	16.1%	64%
5 years	106	15.8%	−4.5%	26.4%	3%	15.4%	50%
7 years	82	15.9%	1.9%	21.6%	0%	14.6%	56%
10 years	46	16.5%	13.9%	18.7%	0%	14.6%	89%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Financial Services TRI over the same days. Past returns do not promise future returns.

Sundaram Financial Services Opportunities Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Sundaram Financial Services Opportunities Fund (Direct)This fund	Nifty Financial Services TRI
Return (CAGR)	−5.53%	−8.88%
Standard deviation	18.37%	17.58%
Sharpe ratio	-0.59	-0.80
Sortino ratio	-0.81	-1.11
Maximum drawdown	−17.2% (31-03-2026)	−17.3% (30-03-2026)
Beta	0.99	1.00
Alpha	+3.25%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Financial Services Opportunities Fund (Direct)This fund	Nifty Financial Services TRI
Return (CAGR)	+10.28%	+9.77%
Standard deviation	16.68%	16.24%
Sharpe ratio	0.26	0.23
Sortino ratio	0.35	0.32
Maximum drawdown	−17.2% (31-03-2026)	−17.3% (30-03-2026)
Beta	0.96	1.00
Alpha	+0.65%	0.00%

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Financial Services Opportunities Fund (Direct)This fund	Nifty Financial Services TRI
Return (CAGR)	+11.40%	+6.64%
Standard deviation	16.64%	16.70%
Sharpe ratio	0.34	0.05
Sortino ratio	0.46	0.07
Maximum drawdown	−18.4% (16-06-2022)	−21.4% (16-06-2022)
Beta	0.95	1.00
Alpha	+4.80%	0.00%

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Financial Services Opportunities Fund (Direct)This fund	Nifty Financial Services TRI
Return (CAGR)	+13.25%	+12.73%
Standard deviation	19.94%	20.60%
Sharpe ratio	0.39	0.36
Sortino ratio	0.54	0.49
Maximum drawdown	−43.2% (23-03-2020)	−43.5% (23-03-2020)
Beta	0.94	1.00
Alpha	+0.96%	0.00%

From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Financial Services Opportunities Fund (Direct)This fund	Nifty Financial Services TRI
Return (CAGR)	+12.84%	+12.87%
Standard deviation	20.35%	21.02%
Sharpe ratio	0.33	0.32
Sortino ratio	0.46	0.45
Maximum drawdown	−43.2% (23-03-2020)	−43.5% (23-03-2020)
Beta	0.93	1.00
Alpha	+0.41%	0.00%

From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−50%−40%−30%−20%−10%0%

2014201620182020202220242026

Sundaram Financial Services Opportunities Fund (Direct)Nifty Financial Services TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Sundaram Financial Services Opportunities Fund (Direct)	−43.2%	16-01-2020	23-03-2020	16-12-2020	9 months	−11.1%
Nifty Financial Services TRI	−43.5%	02-01-2020	23-03-2020	15-12-2020	9 months	−12.4%

From the Direct plan's daily NAV since 02-01-2013, adjusted for unit splits, and Nifty Financial Services TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Sundaram Financial Services Opportunities Fund vs Other Thematic Funds

The five Thematic funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Nippon India Taiwan Equity Fund	1/133	1,147	1.08%	+75.71%	+54.78%	--	--	1.38	2.03	Compare
HDFC Defence Fund	2/133	11,493	0.90%	+13.79%	+34.76%	−0.18%	0.83	1.12	1.54	Compare
HDFC Pharma and Healthcare Fund	3/133	3,501	1.05%	+23.12%	+30.53%	+8.23%	0.96	1.74	2.49	Compare
SBI Healthcare Opportunities Fund	4/133	5,870	1.01%	+17.12%	+24.60%	+3.61%	0.88	1.42	2.03	Compare
Aditya Birla Sun Life International Equity Fund	5/133	352	2.00%	+13.97%	+24.46%	--	--	1.49	2.16	Compare
Sundaram Financial Services Opportunities Fund	89/133	1,614	0.92%	−5.53%	+10.28%	+0.65%	0.96	0.26	0.35

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Sundaram Financial Services Opportunities Fund Expense Ratio and Costs

What each plan charges a year, in force from 23-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Thematic median	Cost rank (1 = cheapest)
Direct	0.69%	0.03%	0.00%	0.20%	0.92%	1.18%	34/235
Regular	1.81%	0.03%	0.00%	0.36%	2.20%	2.41%	69/235

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−6.76%	−5.53%	1.23%	₹93,240	₹94,470
3 years	8.82%	10.28%	1.46% a year	₹1,28,862	₹1,34,119
5 years	9.85%	11.40%	1.55% a year	₹1,59,956	₹1,71,564
10 years	11.90%	13.25%	1.35% a year	₹3,07,823	₹3,47,042

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Sundaram Financial Services Opportunities Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planSundaram Financial Services Opportunities Fund (Direct)	₹16,60,000	₹46,78,657	₹30,18,657	13.9%
Regular planSundaram Financial Services Opportunities Fund (Regular)	₹16,60,000	₹42,17,277	₹25,57,277	12.6%
Nifty Financial Services TRI	₹16,60,000	₹41,99,102	₹25,39,102	12.5%
Category averageCategory average, 235 Thematic funds	₹16,60,000	₹52,02,269	₹35,42,269	15.2%

₹0₹20.0 L₹40.0 L₹60.0 L

2014201620182020202220242026

Direct planSundaram Financial Services Opportunities Fund (Direct)Regular planSundaram Financial Services Opportunities Fund (Regular)Nifty Financial Services TRICategory averageCategory average, 235 Thematic fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Sundaram Financial Services Opportunities Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

97.1%Equity

Asset	Fund	Category
Equity	97.1%	94.5%
Cash and others	1.9%	4.0%
Debt	1.1%	1.5%

Market cap of stocks

Market cap	Fund	Category
Large Cap	58.0%	45.7%
Mid Cap	8.4%	19.6%
Small Cap	30.7%	24.1%

Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Sundaram Financial Services Opportunities Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks62.5%
Finance26.2%
Financial Technology (Fintech)4.5%
Capital Markets2.1%
Insurance1.7%

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	62.7%	61.7%	62.5%	−0.2%
Finance	26.9%	26.6%	26.2%	−0.7%
Financial Technology (Fintech)	3.9%	5.2%	4.5%	+0.6%
Capital Markets	2.4%	2.1%	2.1%	−0.2%
Insurance	1.0%	2.0%	1.7%	+0.7%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Sundaram Financial Services Opportunities Fund Portfolio Holdings

As on 30-09-2026 · 29 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
ICICI Bank Ltd	Banks	11.11%	0.0%
Axis Bank Ltd	Banks	10.11%	0.0%
HDFC Bank Ltd	Banks	8.40%	0.0%
State Bank of India	Banks	7.89%	0.0%
Kotak Mahindra Bank Ltd	Banks	5.87%	0.0%
Bajaj Finserv Ltd	Finance	4.73%	0.0%
DCB Bank Ltd	Banks	4.54%	−4.8%
PNB Housing Finance Ltd	Finance	4.38%	0.0%
Shriram Finance Ltd	Finance	4.09%	0.0%
Bank of Baroda	Banks	3.83%	0.0%
Cholamandalam Financial Holdings Ltd	Finance	3.58%	0.0%
Bandhan Bank Ltd	Banks	3.34%	0.0%
One 97 Communications Ltd	Financial Technology (Fintech)	3.22%	0.0%
Aavas Financiers Ltd	Finance	2.98%	+6.8%
Equitas Small Finance Bank Limited	Banks	2.65%	+8.3%
CSB Bank Ltd	Banks	2.47%	0.0%
Ujjivan Small Finance Bank Ltd	Banks	2.26%	0.0%
Five-Star Business Finance Ltd	Finance	2.26%	0.0%
Piramal Finance Ltd	Finance	1.37%	0.0%
PB Fintech Ltd	Financial Technology (Fintech)	1.30%	0.0%
Motilal Oswal Financial Services Ltd	Capital Markets	1.23%	0.0%
OnEMI Technology Solutions LTD	Finance	1.12%	−23.0%
364 Days - T Bill - 20/05/2027 · Treasury bill	Sovereign	1.07%
LIC of India Ltd	Insurance	1.07%	0.0%
Angel One Ltd	Capital Markets	0.92%	0.0%
Power Finance Corporation Ltd	Finance	0.86%	0.0%
REC Ltd	Finance	0.67%	−25.9%
ICICI Prudential Life Insurance Company Ltd	Insurance	0.59%	−31.9%
IIFL Finance Ltd	Finance	0.20%	New

Sundaram Financial Services Opportunities Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

DCB Bank Ltd	Reduced	−4.8%	4.54%
Aavas Financiers Ltd	Added	+6.8%	2.98%
Equitas Small Finance Bank Limited	Added	+8.3%	2.65%
OnEMI Technology Solutions LTD	Reduced	−23.0%	1.12%
ICICI Prudential Life Insurance Company Ltd	Reduced	−31.9%	0.59%
REC Ltd	Reduced	−25.9%	0.67%
IIFL Finance Ltd	New	New	0.20%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Sundaram Financial Services Opportunities Fund bought and sold

Sundaram Financial Services Opportunities Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Tata Banking & Financial Services FundThematic · Tata	55.7%	15	Compare
UTI - Banking and Financial Services FundThematic · UTI	55.2%	14	Compare
MahindraManulife Banking & Financial Services FundSectoral · Mahindra Manulife	54.9%	15	Compare
HDFC Banking & Financial Services FundThematic · HDFC	53.9%	14	Compare
Nippon India Banking & Financial Services FundSectoral · Nippon India	53.0%	15	Compare
Mirae Asset Nifty Financial Services ETFETF · Mirae Asset	52.3%	9	Compare
Tata NIFTY Financial Services Index FundIndex · Tata	52.3%	9	Compare
WhiteOak Capital Banking & Financial Services FundSectoral · WhiteOak Capital	51.9%	17	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Sundaram Financial Services Opportunities Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 0.92%
Expense ratio (Regular): 2.20%
Category: Thematic
Risk: Very High
Benchmark: Nifty Financial Services TRI
Launch date: 01-06-2008
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹1,614.20 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 119597
ISIN (Direct): INF903J01NB8
Scheme code (Regular): 109059
ISIN (Regular): INF903J01629
NAV history: From 02-01-2013, 13.8 years

Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

Tax on Sundaram Financial Services Opportunities Fund returns

Sundaram Financial Services Opportunities Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹114.2636	30-10-2026
direct	Income Distribution Cum Capital Withdrawal IDCW	₹31.1596	30-10-2026
regular	Growth	₹99.5733	30-10-2026
regular	Income Distribution Cum Capital Withdrawal IDCW	₹26.6853	30-10-2026

About Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund is a mutual fund from Sundaram Mutual Fund. Its category is Thematic. It was launched on 01-06-2008. Its benchmark is Nifty Financial Services TRI. At the end of September 2026 it held 29 securities.

Fund Manager

Rohit Seksaria
Fund manager of Sundaram Financial Services Opportunities Fund
Shalav Saket
Fund manager of Sundaram Financial Services Opportunities Fund

See all funds of Sundaram Mutual Fund

AUM change

September 2026: ₹1,614.20 Cr; −6.26% from August 2026
August 2026: ₹1,722.04 Cr; +2.58% from July 2026
July 2026: ₹1,678.66 Cr; −0.16% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Sundaram Financial Services Opportunities Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Compare with any other fund

Frequently Asked Questions for Sundaram Financial Services Opportunities Fund

What is the current NAV of Sundaram Financial Services Opportunities Fund?

The Direct plan NAV is ₹114.2636. The Regular plan NAV is ₹99.5733, as on 30-10-2026.

What are the returns of Sundaram Financial Services Opportunities Fund?

The Direct plan returned −5.53% in 1 year, +10.28% a year over 3 years, +11.40% a year over 5 years. The Regular plan returned −6.76% in 1 year, +8.82% a year over 3 years, +9.85% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Sundaram Financial Services Opportunities Fund?

The Direct plan charges 0.92% a year. The Regular plan charges 2.20% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.

What is the AUM of Sundaram Financial Services Opportunities Fund?

Sundaram Financial Services Opportunities Fund managed ₹1,614.20 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Sundaram Financial Services Opportunities Fund?

At the end of September 2026 the largest holdings were ICICIBANK (11.11%), AXISBANK (10.11%), HDFCBANK (8.40%), SBIN (7.89%), KOTAKBANK (5.87%). The fund held 29 securities in all.

What did Sundaram Financial Services Opportunities Fund buy and sell in September 2026?

It bought 1 new stock: IIFL Finance Ltd. It added shares in 2. It reduced 4.

How do I invest in Sundaram Financial Services Opportunities Fund?

Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Sundaram Financial Services Opportunities Fund?

Rohit Seksaria, Shalav Saket.

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.