Sundaram Services Fund Growth

Sundaram Services Fund Growth

+17.06%
3Y annualised
-0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹33.77
Min. for SIP
₹100
Fund size (AUM)
₹4,146.35 Cr
Expense ratio
1.85%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹26,968
-10.11%
1 year₹60,000₹54,017
-9.97%
3 years₹1,80,000₹1,86,962
+3.87%
5 years₹3,00,000₹3,72,236
+24.08%

Holdings (55)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.75%
HDFC Bank Ltd.FinancialEquity6.27%
Axis Bank Ltd.FinancialEquity5.11%
Reliance Industries Ltd.EnergyEquity4.97%
Eternal Ltd.ServicesEquity4.75%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.45%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.94%
ICICI Bank Ltd.FinancialEquity2.86%
Shriram Finance LtdFinancialEquity2.71%
Bajaj Finserv Ltd.FinancialEquity2.67%
Aster DM Healthcare Ltd.HealthcareEquity2.65%
Titan Company Ltd.Consumer DiscretionaryEquity2.63%
Info Edge (India) Ltd.ServicesEquity2.38%
Interglobe Aviation Ltd.ServicesEquity2.23%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.18%
Indus Towers Ltd.CommunicationEquity2.18%
PNB Housing Finance Ltd.FinancialEquity2.17%
Affle 3I Ltd.TechnologyEquity2.00%
Sundaram Liquid Direct-Growth--Mutual Fund1.81%
RateGain Travel Technologies Ltd.TechnologyEquity1.80%
Aavas Financiers Ltd.FinancialEquity1.65%
One97 Communications Ltd.ServicesEquity1.58%
Delhivery Ltd.ServicesEquity1.35%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.34%
Bandhan Bank Ltd.FinancialEquity1.28%
----Mutual Fund1.26%
Landmark Cars Ltd.ServicesEquity1.18%
PB Fintech Ltd.ServicesEquity1.17%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.15%
Coforge Ltd.TechnologyEquity1.14%
Chalet Hotels Ltd.ServicesEquity1.12%
Angel One Ltd.FinancialEquity1.12%
Senco Gold Ltd.Consumer DiscretionaryEquity1.10%
Bharti Hexacom Ltd.CommunicationEquity1.09%
Infosys Ltd.TechnologyEquity1.09%
The Phoenix Mills Ltd.ConstructionEquity1.08%
Sapphire Foods India Ltd.ServicesEquity1.02%
CSB Bank Ltd.FinancialEquity0.99%
Kotak Mahindra Bank Ltd.FinancialEquity0.97%
UTI Asset Management Company Ltd.FinancialEquity0.94%
REC Ltd.FinancialEquity0.93%
Metropolis Healthcare Ltd.HealthcareEquity0.86%
Medi Assist Healthcare Services Ltd.ServicesEquity0.84%
PVR Inox Ltd.ServicesEquity0.78%
Equitas Small Finance Bank Ltd.FinancialEquity0.75%
Westlife Foodworld Ltd.ServicesEquity0.74%
SIS Ltd.ServicesEquity0.72%
Tech Mahindra Ltd.TechnologyEquity0.72%
LTM LimitedTechnologyEquity0.69%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.68%
Fortis Healthcare Ltd.HealthcareEquity0.64%
R Systems International Ltd.TechnologyEquity0.62%
MakeMy Trip Ltd.ServicesForgn. Eq0.62%
Indusind Bank Ltd.FinancialEquity0.60%
Swiggy Ltd.ServicesEquity0.22%
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
Name1Y3Y5YAll
Fund returns+1.1%+17.1%+17.3%+17.4%
Category average (Equity Thematic)+1.7%+16.0%+17.9%--
Rank (Equity Thematic)3883--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹33.77. 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. ;

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₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
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,