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Sundaram Services Fund Direct Growth
+14.76%
3Y annualised
-1.20% 1D
NAV: 08 Jun '26
₹36.40
Min. for SIP
₹100
Fund size (AUM)
₹4,624.47 Cr
Expense ratio
0.73%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,683 | -1.06% | |
| 1 year | ₹60,000 | ₹58,770 | -2.05% | |
| 3 years | ₹1,80,000 | ₹2,02,712 | +12.62% | |
| 5 years | ₹3,00,000 | ₹4,09,025 | +36.34% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 6.41% |
| HDFC Bank Ltd | Financial | Equity | 5.93% |
| Axis Bank Ltd | Financial | Equity | 5.00% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.00% |
| Zomato Ltd | Technology | Equity | 4.69% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.91% |
| Repo | Unspecified | Repo | 3.65% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.72% |
| ICICI Bank Ltd | Financial | Equity | 2.69% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.62% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.61% |
| PNB Housing Finance Ltd | Financial | Equity | 2.59% |
| Bajaj Finserv Ltd | Financial | Equity | 2.56% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.49% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 2.22% |
| RateGain Travel Technologies Ltd | Technology | Equity | 2.22% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.18% |
| Info Edge (India) Ltd | Technology | Equity | 2.14% |
| Indus Towers Ltd | Technology | Equity | 1.91% |
| Aavas Financiers Ltd | Financial | Equity | 1.90% |
| Affle (India) Ltd | Industrials | Equity | 1.86% |
| Coforge Ltd | Technology | Equity | 1.77% |
| Bandhan Bank Ltd | Financial | Equity | 1.63% |
| One 97 Communications Ltd | Industrials | Equity | 1.62% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.56% |
| Angel One Ltd | Financial | Equity | 1.37% |
| Delhivery Ltd | Industrials | Equity | 1.36% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.24% |
| PB Fintech Ltd | Financial | Equity | 1.22% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.21% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.18% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.17% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.13% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 1.13% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 1.11% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.09% |
| CSB Bank Ltd | Financial | Equity | 1.00% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.99% |
| REC Ltd | Financial | Equity | 0.97% |
| Infosys Ltd | Technology | Equity | 0.92% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.87% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 0.87% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.85% |
| SIS Ltd | Industrials | Equity | 0.82% |
| PVR Ltd | Consumer Discretionary | Equity | 0.81% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.79% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.77% |
| MakeMy Trip Ltd Forgn. Eq (MMYT) | Consumer Discretionary | Foreign - Equity | 0.72% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.66% |
| LTIMindtree Ltd | Technology | Equity | 0.66% |
| R Systems International Ltd | Technology | Equity | 0.62% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.61% |
| Swiggy Ltd. | Technology | Equity | 0.21% |
| Net Payables | Unspecified | Net Payables | -0.21% |
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 | -3.7% | +14.8% | +14.9% | +18.2% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 33 | 9 | 6 | -- |
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
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
RSRohit SeksariaAug 2018 - PresentView details
RS
Rohit Seksaria
Aug 2018 - 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. Shalav Saket is the Current Fund Manager of Sundaram Services Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 08 Jun 2026 is ₹36.40.
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₹75,523.60 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,