Sundaram Services Fund Growth

Sundaram Services Fund Growth

Equity
Thematic
Very High Risk
+18.05%
3Y annualised
-0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹34.76
Min. for SIP
Not Supported
Fund size
₹4,672.48 Cr
Expense ratio
1.86%

Holdings (54)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.62%
HDFC Bank Ltd.FinancialEquity6.53%
Axis Bank Ltd.FinancialEquity5.30%
Reliance Industries Ltd.EnergyEquity4.58%
Eternal Ltd.ServicesEquity4.44%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.31%
Shriram Finance LtdFinancialEquity3.10%
ICICI Bank Ltd.FinancialEquity2.85%
Bajaj Finserv Ltd.FinancialEquity2.83%
Info Edge (India) Ltd.ServicesEquity2.67%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.45%
Titan Company Ltd.Consumer DiscretionaryEquity2.35%
Indus Towers Ltd.CommunicationEquity2.30%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.23%
Interglobe Aviation Ltd.ServicesEquity2.16%
RateGain Travel Technologies Ltd.TechnologyEquity2.11%
PNB Housing Finance Ltd.FinancialEquity2.10%
Aster DM Healthcare Ltd.HealthcareEquity1.94%
Affle 3I Ltd.TechnologyEquity1.90%
One97 Communications Ltd.ServicesEquity1.66%
Aavas Financiers Ltd.FinancialEquity1.58%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.48%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.30%
Infosys Ltd.TechnologyEquity1.26%
Chalet Hotels Ltd.ServicesEquity1.24%
Delhivery Ltd.ServicesEquity1.22%
Coforge Ltd.TechnologyEquity1.16%
Bandhan Bank Ltd.FinancialEquity1.15%
Landmark Cars Ltd.ServicesEquity1.13%
Angel One Ltd.FinancialEquity1.11%
NANAMutual Fund1.11%
Sapphire Foods India Ltd.ServicesEquity1.08%
Senco Gold Ltd.Consumer DiscretionaryEquity1.08%
The Phoenix Mills Ltd.ConstructionEquity1.06%
CSB Bank Ltd.FinancialEquity1.03%
Tech Mahindra Ltd.TechnologyEquity1.03%
Bharti Hexacom Ltd.CommunicationEquity0.99%
REC Ltd.FinancialEquity0.98%
Medi Assist Healthcare Services Ltd.ServicesEquity0.96%
Kotak Mahindra Bank Ltd.FinancialEquity0.95%
LTIMindtree Ltd.TechnologyEquity0.91%
MakeMy Trip Ltd.ServicesForgn. Eq0.91%
Equitas Small Finance Bank Ltd.FinancialEquity0.90%
R Systems International Ltd.TechnologyEquity0.89%
UTI Asset Management Company Ltd.FinancialEquity0.86%
Metropolis Healthcare Ltd.HealthcareEquity0.83%
PB Fintech Ltd.ServicesEquity0.74%
PVR Inox Ltd.ServicesEquity0.73%
Westlife Foodworld Ltd.ServicesEquity0.73%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.67%
SIS Ltd.ServicesEquity0.65%
Indusind Bank Ltd.FinancialEquity0.64%
Fortis Healthcare Ltd.HealthcareEquity0.60%
Swiggy Ltd.ServicesEquity0.23%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+13.0%+18.1%+16.9%+18.3%
Category average (Equity Thematic)+1.7%+16.0%+17.9%--
Rank (Equity Thematic)2274--

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

SS
Shalav Saket
Dec 2025 - Present
View details

Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

About Sundaram Services Fund Growth

Sundaram Services Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Services Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹34.76. The Sundaram Services Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. ;

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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,