Sundaram Services Fund Direct Growth

Equity
Thematic
Very High Risk
+18.84%
3Y annualised
-0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Dec 2025
₹38.69
Rating
NA
Min. SIP amount
₹100
Fund size
₹4,768.65Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (54)

NameSectorInstrumentAssets
CommunicationEquity7.98%
FinancialEquity6.94%
EnergyEquity5.04%
FinancialEquity4.85%
ServicesEquity4.18%
ServicesEquity3.47%
FinancialEquity2.98%
FinancialEquity2.86%
ServicesEquity2.79%
FinancialEquity2.77%
HealthcareEquity2.53%
InsuranceEquity2.42%
TechnologyEquity2.40%
HealthcareEquity2.29%
FinancialEquity2.27%
CommunicationEquity2.26%
Consumer DiscretionaryEquity2.26%
TechnologyEquity1.94%
ConstructionEquity1.67%
FinancialEquity1.59%
TechnologyEquity1.39%
FinancialEquity1.30%
ServicesEquity1.29%
TechnologyEquity1.28%
ServicesEquity1.23%
FinancialEquity1.21%
ServicesEquity1.20%
FinancialEquity1.16%
ServicesEquity1.12%
ServicesEquity1.08%
NA
NAMutual Fund1.07%
FinancialEquity1.07%
Sundaram Liquid Direct-Growth
NAMutual Fund1.05%
TechnologyEquity1.03%
FinancialEquity1.00%
MakeMy Trip Ltd.
ServicesForgn. Eq0.99%
FinancialEquity0.97%
FinancialEquity0.96%
FinancialEquity0.95%
Consumer DiscretionaryEquity0.92%
TechnologyEquity0.92%
TechnologyEquity0.88%
ServicesEquity0.85%
HealthcareEquity0.84%
ServicesEquity0.79%
ServicesEquity0.79%
ServicesEquity0.71%
FinancialEquity0.67%
HealthcareEquity0.64%
ServicesEquity0.63%
FinancialEquity0.60%
FinancialEquity0.58%
ServicesEquity0.58%
ServicesEquity0.37%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.6%18.8%21.6%20.5%
Category average-3.0%15.2%17.9%NA
Rank with in category742NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Shalav Saket
Dec 2025 - Present
View details

Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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