Sundaram Services Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Sundaram Services Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹4,718 Cr
Lock In Period
N/A
Expense Ratio
1.84
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
BSE 200 Total Return
Summary
Sundaram Services Fund Growth NAV is ₹35.257 as of 24 Jun, 2026. Sundaram Services Fund Growth has delivered 52.78% returns since its launch. The minimum SIP investment amount in Sundaram Services Fund Growth is ₹100. The AUM of Sundaram Services Fund Growth is ₹4,718 Cr. The expense ratio of the fund is 1.84%, and its benchmark is BSE 200 Total Return. The current exit load of the fund is If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the last 1M months, Sundaram Services Fund Growth has delivered 4.16% returns.
Sundaram Services Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.16 | 0.68 | 8.60 |
| 6M | -2.40 | 2.04 | 43.26 |
| 1Y | 1.04 | 5.11 | 77.04 |
| 3Y | 15.17 | 15.72 | 196.29 |
Portfolio Analysis
- Equity: 94.04%
- Debt: 5.96%
- Others
As on: 2026-05-31
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About Fund Sundaram Services Fund Growth
Sundaram Services Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,718 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.84. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Seksaria
Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Housing Opportunities Fund Growth | 4 | 1188.81 CR | 2.18 |
| Sundaram Services Fund Growth | 3 | 4717.59 CR | 1.84 |
| LIC MF Gold ETF Growth | 0 | 1469.77 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4382.23 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Housing Opportunities Fund Growth | -1.1793 | 49.0192 |
| This FundSundaram Services Fund Growth | 1.0446 | 52.7811 |
| This FundLIC MF Gold ETF Growth | 47.372 | 145.3377 |
| This FundUTI Gold Exchange Traded Fund Growth | 47.4145 | 145.8576 |
Sundaram Services Fund Growth FAQs
Sundaram Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Services Fund Growth is 1.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Services Fund Growth’s fund performance is as follows:
- 1 Month : 4.16%
- 6 Months : -2.40%
- 1 Year : 1.04%
- 3 Years : 15.17%
You can invest in Sundaram Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Services Fund Growth is ₹4,718 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
