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Sundaram Services Fund Growth
+14.98%
3Y annualised
+0.57% 1D
NAV: 16 Jul '26
₹36.46
Min. for SIP
₹100
Fund size (AUM)
₹4,933.98 Cr
Expense ratio
1.91%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,614 | -1.29% | |
| 1 year | ₹60,000 | ₹58,463 | -2.56% | |
| 3 years | ₹1,80,000 | ₹1,99,096 | +10.61% | |
| 5 years | ₹3,00,000 | ₹3,95,758 | +31.92% |
Holdings (59)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 5.90% |
| HDFC Bank Ltd | Financial | Equity | 5.75% |
| Zomato Ltd | Technology | Equity | 5.11% |
| Axis Bank Ltd | Financial | Equity | 4.97% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.24% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 4.00% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.28% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.10% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.90% |
| ICICI Bank Ltd | Financial | Equity | 2.74% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.72% |
| Repo | Unspecified | Repo | 2.68% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.61% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.46% |
| Bajaj Finserv Ltd | Financial | Equity | 2.45% |
| PNB Housing Finance Ltd | Financial | Equity | 2.41% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 2.22% |
| Info Edge (India) Ltd | Technology | Equity | 2.12% |
| Coforge Ltd | Technology | Equity | 2.03% |
| Aavas Financiers Ltd | Financial | Equity | 1.96% |
| Affle (India) Ltd | Industrials | Equity | 1.84% |
| Indus Towers Ltd | Technology | Equity | 1.71% |
| One 97 Communications Ltd | Industrials | Equity | 1.68% |
| Bandhan Bank Ltd | Financial | Equity | 1.56% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.52% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.49% |
| Angel One Ltd | Financial | Equity | 1.37% |
| Delhivery Ltd | Industrials | Equity | 1.29% |
| PB Fintech Ltd | Financial | Equity | 1.22% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.20% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.17% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.13% |
| Senco Gold Ltd. | Consumer Discretionary | Equity | 1.10% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.10% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.09% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 1.03% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 0.97% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.90% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.90% |
| SIS Ltd | Industrials | Equity | 0.90% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.87% |
| CSB Bank Ltd | Financial | Equity | 0.83% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.79% |
| MakeMy Trip Ltd Forgn. Eq (MMYT) | Consumer Discretionary | Foreign - Equity | 0.76% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 0.76% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.73% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.71% |
| PVR Ltd | Consumer Discretionary | Equity | 0.69% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.64% |
| REC Ltd | Financial | Equity | 0.53% |
| R Systems International Ltd | Technology | Equity | 0.52% |
| LTIMindtree Ltd | Technology | Equity | 0.46% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 0.44% |
| Infosys Ltd | Technology | Equity | 0.25% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.18% |
| Swiggy Ltd. | Technology | Equity | 0.17% |
| LTM Ltd ( Pre LTIMindtree Ltd ) JUL-2026 | Industrials | Futures | 0.05% |
| Cash Margin | Unspecified | Cash Margin | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.17% |
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 | +2.6% | +15.0% | +14.7% | +18.1% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 20 | 10 | 5 | -- |
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 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. Shalav Saket is the Current Fund Manager of Sundaram Services Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹36.46.
The Sundaram Services Fund 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₹76,991.28 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,