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NAV: 17 Sep 2025
₹38.46
Rating
NA
Min. SIP amount
₹100
Fund size
₹4,332.60Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (52)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 7.90% |
HDFC Bank Ltd. | Financial | Equity | 7.11% |
Reliance Industries Ltd. | Energy | Equity | 4.80% |
Eternal Ltd. | Services | Equity | 4.75% |
Axis Bank Ltd. | Financial | Equity | 4.04% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.30% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.89% |
ICICI Bank Ltd. | Financial | Equity | 2.67% |
Info Edge (India) Ltd. | Services | Equity | 2.67% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.58% |
Shriram Finance Ltd | Financial | Equity | 2.57% |
Bajaj Finserv Ltd. | Financial | Equity | 2.41% |
Titan Company Ltd. | Consumer Discretionary | Equity | 2.31% |
Aster DM Healthcare Ltd. | Healthcare | Equity | 2.27% |
Affle 3I Ltd. | Technology | Equity | 2.22% |
PNB Housing Finance Ltd. | Financial | Equity | 2.17% |
Indus Towers Ltd. | Communication | Equity | 1.89% |
Sapphire Foods India Ltd. | Services | Equity | 1.75% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.66% |
The Phoenix Mills Ltd. | Construction | Equity | 1.59% |
Chalet Hotels Ltd. | Services | Equity | 1.55% |
Delhivery Ltd. | Services | Equity | 1.45% |
RateGain Travel Technologies Ltd. | Technology | Equity | 1.44% |
Fortis Healthcare Ltd. | Healthcare | Equity | 1.41% |
CSB Bank Ltd. | Financial | Equity | 1.31% |
LTIMindtree Ltd. | Technology | Equity | 1.29% |
MakeMy Trip Ltd. | Services | Forgn. Eq | 1.29% |
Indusind Bank Ltd. | Financial | Equity | 1.27% |
Medi Assist Healthcare Services Ltd. | Services | Equity | 1.22% |
Westlife Foodworld Ltd. | Services | Equity | 1.19% |
R Systems International Ltd. | Technology | Equity | 1.17% |
Infosys Ltd. | Technology | Equity | 1.17% |
NA | NA | Mutual Fund | 1.17% |
Angel One Ltd. | Financial | Equity | 1.14% |
PVR Inox Ltd. | Services | Equity | 1.10% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.09% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 1.06% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.04% |
Coforge Ltd. | Technology | Equity | 1.03% |
REC Ltd. | Financial | Equity | 1.02% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.98% |
Tech Mahindra Ltd. | Technology | Equity | 0.94% |
Interglobe Aviation Ltd. | Services | Equity | 0.88% |
Swiggy Ltd. | Services | Equity | 0.87% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.84% |
Bandhan Bank Ltd. | Financial | Equity | 0.79% |
Senco Gold Ltd. | Consumer Discretionary | Equity | 0.75% |
SIS Ltd. | Services | Equity | 0.70% |
Reserve Bank of India | Financial | T-Bills | 0.69% |
UTI Asset Management Company Ltd. | Financial | Equity | 0.60% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.42% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.20% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.9% | 19.5% | 25.8% | 21.2% |
| Category average | -1.8% | 19.1% | 22.0% | NA |
| Rank with in category | 14 | 16 | 4 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.73%
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
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Rohit SeksariaAug 2018 - PresentView 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
Pathanjali SrinivasanJul 2024 - PresentView details
Pathanjali Srinivasan
Jul 2024 - Present
View details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Services Fund Direct Growth
VS
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