Sundaram Services Fund Growth

Sundaram Services Fund Growth

+11.66%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct '26
₹34.08
Min. for SIP
₹100
Fund size (AUM)
₹4,999.11 Cr
Expense ratio
1.95%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,146
-2.85%
1 year₹60,000₹58,525
-2.46%
3 years₹1,80,000₹1,89,372
+5.21%
5 years₹3,00,000₹3,76,932
+25.64%

Holdings (60)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity6.10%
Bharti Airtel LtdTechnologyEquity5.06%
Axis Bank LtdFinancialEquity4.58%
Interglobe Aviation LtdIndustrialsEquity4.17%
Adani Ports and Special Economic Zone LtdIndustrialsEquity3.92%
Reliance Industries LtdEnergy & UtilitiesEquity3.84%
RateGain Travel Technologies LtdTechnologyEquity2.90%
ICICI Bank LtdFinancialEquity2.85%
Kotak Mahindra Bank LtdFinancialEquity2.71%
Apollo Hospitals Enterprise LtdHealthcareEquity2.69%
One 97 Communications LtdIndustrialsEquity2.68%
Info Edge (India) LtdTechnologyEquity2.64%
PNB Housing Finance LtdFinancialEquity2.57%
Titan Company LtdConsumer DiscretionaryEquity2.53%
Shriram Transport Finance Company LtdFinancialEquity2.53%
Bajaj Finserv LtdFinancialEquity2.45%
HDFC Bank LtdFinancialEquity2.40%
Cholamandalam Financial Holdings LtdFinancialEquity2.29%
Aster DM Healthcare LtdHealthcareEquity2.26%
Coforge LtdTechnologyEquity2.20%
Affle (India) LtdIndustrialsEquity2.13%
Indus Towers LtdTechnologyEquity2.11%
RepoUnspecifiedRepo2.02%
Bandhan Bank LtdFinancialEquity1.77%
Aavas Financiers LtdFinancialEquity1.64%
Life Insurance Corporation of IndiaFinancialEquity1.37%
Landmark Cars LtdConsumer DiscretionaryEquity1.29%
Sapphire Foods India LtdConsumer DiscretionaryEquity1.20%
Phoenix Mills LtdReal EstateEquity1.15%
Chalet Hotels LtdConsumer DiscretionaryEquity1.12%
Angel One LtdFinancialEquity1.12%
Fortis Healthcare LtdHealthcareEquity1.11%
HDFC Life Insurance Co LtdFinancialEquity1.10%
Delhivery LtdIndustrialsEquity1.10%
Five-Star Business Finance LtdFinancialEquity1.10%
Senco Gold Ltd.Consumer DiscretionaryEquity1.05%
Ujjivan Small Finance Bank LtdFinancialEquity1.02%
PB Fintech LtdFinancialEquity1.01%
Principal Cash Management Direct-GrowthUnspecifiedMutual Fund1.00%
Metropolis Healthcare LtdHealthcareEquity1.00%
GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100FinancialTreasury Bills0.96%
OnEMI Technology Solutions Ltd.TechnologyEquity0.95%
Equitas Small Finance Bank LtdFinancialEquity0.89%
SIS LtdIndustrialsEquity0.89%
Bharti Hexacom Ltd.TechnologyEquity0.86%
Medi Assist Healthcare Services Ltd.IndustrialsEquity0.80%
Prudent Corporate Advisory Services LtdFinancialEquity0.77%
CSB Bank LtdFinancialEquity0.75%
MakeMy Trip Ltd Forgn. Eq (MMYT)Consumer DiscretionaryForeign - Equity0.67%
R Systems International LtdTechnologyEquity0.61%
Manipal Health Enterprises LtdHealthcareEquity0.59%
UTI Asset Management Company LtdFinancialEquity0.53%
Westlife Development LtdConsumer DiscretionaryEquity0.53%
Power Finance Corporation LtdFinancialEquity0.43%
LTM Limited October 2026 FutureTechnologyFutures0.41%
Infosys LtdTechnologyEquity0.24%
ICICI Prudential Life Insurance Company Limited October 2026 FutureFinancialFutures0.09%
ICICI Prudential Life Insurance Company LtdFinancialEquity0.07%
LTIMindtree LtdTechnologyEquity0.02%
Net PayablesUnspecifiedNet Payables-0.87%
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-6.1%+11.7%+9.3%+16.3%
Category average (Equity Thematic)-4.9%+12.3%+10.5%+14.3%
Rank (Equity Thematic)23128--

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

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 ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹34.08. 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₹77,566.02 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,