Sundaram Services Fund Regular Growth

Equity
Sector
Very High Risk
16.48%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹33.77
Min. SIP amountNot Supported
RatingNA
Fund size₹4,067.66Cr

Return calculator

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

Returns and rankings

Category: Equity Sector
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.1%16.5%24.0%22.2%
Category average44.1%18.6%23.7%NA
Rank with in category631910NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
CommunicationEquity8.09%
FinancialEquity5.21%
EnergyEquity4.82%
FinancialEquity3.66%
FinancialEquity3.62%
FinancialEquity3.50%
FinancialEquity2.87%
HealthcareEquity2.77%
InsuranceEquity2.77%
FinancialEquity2.55%
See All

Expense ratio, exit load and tax

Expense ratio: 1.86%

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

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Bharath S.
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
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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