Sundaram Services Fund Regular Plan - Growth

Equity: Thematic-Others Open Ended Scheme
Download Fund Card download share-white
arrow-up
NAV
₹ 33.141 ₹ 0.4 (1.21 %)
as on 10-04-2026
Asset Size (AUM)
4,613.45 Cr
Launch Date
Sep 21, 2018
Invest in this scheme
Investment Objective
To seek 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. However, there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Education, Staffing, Wealth management, Media, Retail, Aviation, Legal, Architecture, Design services etc. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Sep 21, 2018
arrow-up

17.18

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.47 %
Expense Ratio
1.87%
Volatility
12.7 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1: Mr. Rohit Seksaria; FM2: Mr. Shalav Saket(Overseas Securities)
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Services Fund Regular Plan - Growth
HDFC Defence Fund - Growth Option
ICICI Prudential Commodities Fund - Growth Option
SBI COMMA Fund - REGULAR PLAN - Growth
Edelweiss Recently Listed IPO Fund Regular Plan Growth
HSBC India Export Opportunities Fund - Regular Growth
Quant Commodities Fund - Growth Option - Regular Plan
ICICI Prudential India Opportunities Fund - Cumulative Option
Axis Momentum Fund - Regular Plan - Growth Option
Franklin India Opportunities Fund - Growth
Performance

Scheme Performance (%)

Data as on - 10-04-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Services Fund Regular Plan - Growth 21-09-2018 8.91 7.19 16.5 16.17 0.0
HDFC Defence Fund - Growth Option 02-06-2023 31.63 18.35 0.0 0.0 0.0
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 29.71 8.51 19.93 19.91 0.0
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 25.13 8.45 20.66 14.4 17.02
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 17.82 6.01 18.94 11.36 0.0
HSBC India Export Opportunities Fund - Regular Growth 25-09-2024 15.45 0.0 0.0 0.0 0.0
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 12.99 3.45 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.26 8.38 21.53 21.66 0.0
Axis Momentum Fund - Regular Plan - Growth Option 12-12-2024 11.98 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 10.68 7.96 26.22 19.01 16.56
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings