Sundaram Services Fund Direct Growth

Equity
Thematic
Very High Risk
+19.64%
3Y annualised
-0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Nov 2025
₹39.35
Rating
NA
Min. SIP amount
₹100
Fund size
₹4,673.56Cr

Return calculator

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

Holdings (54)

NameSectorInstrumentAssets
CommunicationEquity7.96%
FinancialEquity6.94%
EnergyEquity4.87%
FinancialEquity4.62%
ServicesEquity4.46%
ServicesEquity3.39%
ServicesEquity2.94%
FinancialEquity2.94%
FinancialEquity2.73%
HealthcareEquity2.70%
FinancialEquity2.44%
HealthcareEquity2.38%
FinancialEquity2.37%
InsuranceEquity2.36%
Consumer DiscretionaryEquity2.21%
TechnologyEquity2.20%
CommunicationEquity2.09%
TechnologyEquity2.08%
ConstructionEquity1.65%
FinancialEquity1.54%
ServicesEquity1.52%
FinancialEquity1.38%
ServicesEquity1.35%
ServicesEquity1.34%
TechnologyEquity1.33%
ServicesEquity1.27%
FinancialEquity1.14%
TechnologyEquity1.09%
NA
NAMutual Fund1.09%
FinancialEquity1.06%
ServicesEquity1.05%
FinancialEquity1.02%
FinancialEquity1.02%
FinancialEquity1.01%
TechnologyEquity1.00%
TechnologyEquity0.98%
FinancialEquity0.97%
MakeMy Trip Ltd.
ServicesForgn. Eq0.97%
ServicesEquity0.91%
ServicesEquity0.91%
HealthcareEquity0.87%
FinancialEquity0.87%
TechnologyEquity0.84%
HealthcareEquity0.73%
FinancialEquity0.71%
ServicesEquity0.65%
Consumer DiscretionaryEquity0.62%
ServicesEquity0.59%
FinancialEquity0.54%
FinancialEquity0.52%
ServicesEquity0.50%
ServicesEquity0.41%
ServicesEquity0.29%
Cholamandalam Investment and Finance Company Ltd.
FinancialFutures0.19%
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 returns15.9%19.6%24.1%21.1%
Category average10.5%16.3%20.3%NA
Rank with in category842NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.72%

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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