Sundaram Services Fund Direct Growth

Equity
Thematic
Very High Risk
24.42%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Jul 2025₹38.62
Min. SIP amount₹100
RatingNA
Fund size₹4,428.77Cr

Return calculator

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

Holdings (51)

NameSectorInstrumentAssets
CommunicationEquity8.22%
FinancialEquity7.32%
EnergyEquity5.19%
ServicesEquity3.91%
FinancialEquity3.64%
ServicesEquity3.57%
FinancialEquity3.01%
InsuranceEquity2.77%
FinancialEquity2.71%
HealthcareEquity2.69%
FinancialEquity2.53%
FinancialEquity2.49%
CommunicationEquity2.30%
Consumer DiscretionaryEquity2.30%
TechnologyEquity2.28%
HealthcareEquity2.21%
FinancialEquity1.98%
ServicesEquity1.92%
FinancialEquity1.86%
ConstructionEquity1.61%
ServicesEquity1.48%
FinancialEquity1.47%
FinancialEquity1.39%
FinancialEquity1.38%
ServicesEquity1.38%
TechnologyEquity1.31%
TechnologyEquity1.24%
ServicesEquity1.21%
FinancialEquity1.20%
HealthcareEquity1.20%
ServicesEquity1.16%
FinancialEquity1.15%
TechnologyEquity1.14%
ServicesEquity1.09%
TechnologyEquity1.07%
TechnologyEquity1.05%
ServicesEquity0.93%
ServicesEquity0.91%
TechnologyEquity0.84%
ServicesEquity0.83%
FinancialEquity0.80%
HealthcareEquity0.79%
FinancialEquity0.74%
MakeMy Trip Ltd.
ServicesForgn. Eq0.72%
ServicesEquity0.70%
Reserve Bank of India
FinancialT-Bills0.67%
ServicesEquity0.61%
FinancialEquity0.59%
Consumer DiscretionaryEquity0.59%
NA
NAMutual Fund0.46%
FinancialEquity0.05%
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 returns14.7%24.4%28.2%21.8%
Category average-2.3%22.4%25.1%NA
Rank with in category1168NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.74%

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

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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