Sundaram Services Fund Growth

Equity
Thematic
Very High Risk
17.48%
3Y annualised
+1.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Sep 2025
₹34.46
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹4,366.51Cr

Return calculator

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

Holdings (53)

NameSectorInstrumentAssets
CommunicationEquity7.94%
FinancialEquity7.49%
EnergyEquity4.88%
ServicesEquity4.62%
FinancialEquity4.00%
ServicesEquity3.43%
HealthcareEquity2.83%
FinancialEquity2.81%
FinancialEquity2.81%
InsuranceEquity2.63%
ServicesEquity2.61%
FinancialEquity2.46%
FinancialEquity2.43%
HealthcareEquity2.27%
TechnologyEquity2.26%
Consumer DiscretionaryEquity2.11%
CommunicationEquity2.01%
FinancialEquity1.84%
Sundaram Low Duration Fund Direct-Growth
NAMutual Fund1.83%
FinancialEquity1.71%
ServicesEquity1.68%
ConstructionEquity1.56%
FinancialEquity1.50%
ServicesEquity1.38%
FinancialEquity1.33%
HealthcareEquity1.32%
ServicesEquity1.31%
TechnologyEquity1.28%
FinancialEquity1.24%
ServicesEquity1.20%
TechnologyEquity1.19%
FinancialEquity1.14%
ServicesEquity1.11%
FinancialEquity1.10%
TechnologyEquity1.05%
TechnologyEquity1.04%
ServicesEquity0.97%
HealthcareEquity0.94%
TechnologyEquity0.93%
TechnologyEquity0.92%
FinancialEquity0.88%
FinancialEquity0.87%
ServicesEquity0.85%
ServicesEquity0.74%
MakeMy Trip Ltd.
ServicesForgn. Eq0.71%
Reserve Bank of India
FinancialT-Bills0.68%
Consumer DiscretionaryEquity0.63%
FinancialEquity0.62%
ServicesEquity0.61%
NA
NAMutual Fund0.47%
ServicesEquity0.43%
FinancialEquity0.21%
FinancialEquity0.10%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.4%17.5%23.9%19.5%
Category average-5.1%17.9%21.7%NA
Rank with in category8248NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.88%

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

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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