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Sundaram Services Fund Direct Growth
Equity
Thematic
Very High Risk
+20.51%
3Y annualised
-0.16% 1D
NAV: 16 Jan '26
₹39.01
Min. SIP amount
₹100
Fund size
₹4,808.86 Cr
Expense ratio
0.67%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,521 | +5.87% | |
| 3 years | ₹1,80,000 | ₹2,28,002 | +26.67% | |
| 5 years | ₹3,00,000 | ₹4,60,429 | +53.48% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 7.93% |
| HDFC Bank Ltd. | Financial | Equity | 6.77% |
| Reliance Industries Ltd. | Energy | Equity | 5.00% |
| Axis Bank Ltd. | Financial | Equity | 4.77% |
| Eternal Ltd. | Services | Equity | 4.08% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.33% |
| Shriram Finance Ltd | Financial | Equity | 2.94% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.88% |
| Info Edge (India) Ltd. | Services | Equity | 2.77% |
| ICICI Bank Ltd. | Financial | Equity | 2.75% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.41% |
| PNB Housing Finance Ltd. | Financial | Equity | 2.36% |
| Indus Towers Ltd. | Communication | Equity | 2.34% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.32% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.31% |
| Affle 3I Ltd. | Technology | Equity | 2.14% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 2.10% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.99% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.76% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.53% |
| Interglobe Aviation Ltd. | Services | Equity | 1.53% |
| CSB Bank Ltd. | Financial | Equity | 1.44% |
| Sapphire Foods India Ltd. | Services | Equity | 1.32% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.32% |
| Infosys Ltd. | Technology | Equity | 1.21% |
| Chalet Hotels Ltd. | Services | Equity | 1.20% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.18% |
| LTIMindtree Ltd. | Technology | Equity | 1.14% |
| MakeMy Trip Ltd. | Services | Forgn. Eq | 1.14% |
| Delhivery Ltd. | Services | Equity | 1.13% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 1.08% |
| Landmark Cars Ltd. | Services | Equity | 1.08% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 1.07% |
| NA | NA | Mutual Fund | 1.07% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.04% |
| Angel One Ltd. | Financial | Equity | 1.00% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.99% |
| Bandhan Bank Ltd. | Financial | Equity | 0.96% |
| REC Ltd. | Financial | Equity | 0.94% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 0.93% |
| R Systems International Ltd. | Technology | Equity | 0.92% |
| Tech Mahindra Ltd. | Technology | Equity | 0.91% |
| Coforge Ltd. | Technology | Equity | 0.89% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.87% |
| Westlife Foodworld Ltd. | Services | Equity | 0.84% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 0.83% |
| Aavas Financiers Ltd. | Financial | Equity | 0.81% |
| PB Fintech Ltd. | Services | Equity | 0.79% |
| PVR Inox Ltd. | Services | Equity | 0.74% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.69% |
| SIS Ltd. | Services | Equity | 0.63% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.61% |
| Indusind Bank Ltd. | Financial | Equity | 0.60% |
| BSE Ltd. | Services | Equity | 0.52% |
| Swiggy Ltd. | Services | Equity | 0.28% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +13.1% | +20.5% | +20.7% | +20.4% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 11 | 4 | 4 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Fund management
RSRohit SeksariaAug 2018 - PresentView details
RS
Rohit Seksaria
Aug 2018 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
About Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Services Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹39.01.
The Sundaram Services Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Fund benchmarkNIFTY Services Sector Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,