Sundaram Services Fund Direct Growth

Equity
Thematic
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Apr 2025₹35.87
Min. SIP amount₹100
RatingNA
Fund size₹3,745.64Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹0
Would have become ₹0 (+0.00%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.0%18.8%29.7%21.4%
Category average4.8%17.6%26.8%NA
Rank with in category1137NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
FinancialEquity7.90%
CommunicationEquity5.89%
EnergyEquity5.22%
ServicesEquity3.53%
FinancialEquity3.47%
ServicesEquity3.44%
CommunicationEquity2.99%
FinancialEquity2.98%
HealthcareEquity2.91%
InsuranceEquity2.71%
FinancialEquity2.69%
FinancialEquity2.50%
FinancialEquity2.40%
Consumer DiscretionaryEquity2.26%
CommunicationEquity2.16%
HealthcareEquity2.12%
TechnologyEquity2.06%
FinancialEquity2.05%
FinancialEquity1.98%
FinancialEquity1.96%
ConstructionEquity1.90%
ServicesEquity1.68%
FinancialEquity1.60%
ServicesEquity1.60%
TechnologyEquity1.44%
ServicesEquity1.43%
ServicesEquity1.34%
FinancialEquity1.34%
NA
NAMutual Fund1.34%
Angel One Ltd.
FinancialEq. Der.1.31%
TechnologyEquity1.31%
FinancialEquity1.26%
HealthcareEquity1.25%
TechnologyEquity1.25%
ServicesEquity1.14%
TechnologyEquity1.04%
ServicesEquity1.04%
TechnologyEquity0.96%
MakeMy Trip Ltd.
ServicesForgn. Eq0.89%
ServicesEquity0.82%
ServicesEquity0.82%
ServicesEquity0.81%
FinancialEquity0.81%
ServicesEquity0.81%
Reserve Bank of India
FinancialT-Bills0.78%
HealthcareEquity0.73%
TechnologyEquity0.65%
TextilesEquity0.61%
ServicesEquity0.61%
FinancialEquity0.57%
Consumer DiscretionaryEquity0.55%
Reserve Bank of India
FinancialT-Bills0.27%
FinancialEquity0.06%
FinancialEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Bharath S.
Jul 2024 - Present
View details

Rohit Seksaria
Aug 2018 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
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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