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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,672 Cr

Lock In Period

N/A

Expense Ratio

1.87

Benchmark

BSE 200 Total Return

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.

Summary

Latest details for Sundaram Services Fund Growth include a ₹32.2119 NAV as of Mar 11,2026 and returns since inception of 57.94%. Minimum investments start at SIP ₹100. The Sundaram Services Fund Growth AUM is ₹4,672 Cr, with a lock-in of N/A years, expense ratio of 1.87%, and benchmark BSE 200 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded -8.77% returns, against a category average of -1.05% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.77-1.058.60
6M-7.151.8947.13
1Y9.036.8386.54
3Y16.4616.84196.29

Portfolio Analysis

  • Equity: 94.60%
  • Debt: 5.40%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Ltd6.53%
2. Axis Bank Ltd5.30%
3. ICICI Bank Ltd2.85%
4. Ujjivan Small Finance Bank Ltd1.30%
5. Bandhan Bank Ltd1.15%
6. CSB Bank Ltd1.03%
7. Kotak Mahindra Bank Ltd0.95%
8. Equitas Small Finance Bank Limited0.90%
9. IndusInd Bank Ltd0.64%

1. Bharti Airtel Ltd6.62%
2. Bharti Hexacom Ltd0.99%

1. Rate Gain Travel Technologies Ltd2.11%
2. Infosys Ltd1.26%
3. Coforge Ltd1.16%
4. Tech Mahindra Ltd1.03%
5. LTIMindtree Ltd0.91%
6. R Systems International Ltd0.89%

1. Apollo Hospitals Enterprise Ltd2.45%
2. Aster DM Healthcare Ltd1.94%
3. Metropolis Healthcare Ltd0.83%
4. Fortis Health Care Ltd0.60%

1. Zomato Ltd4.44%
2. Swiggy Ltd0.23%

1. Reliance Industries Ltd4.58%

1. Cholamandalam Financial Holdings Ltd2.23%
2. Angel One Ltd1.11%
3. Prudent Corporate Advisory Services Ltd0.67%

1. PNB Housing Finance Ltd2.10%
2. Aavas Financiers Ltd1.58%

1. Titan Company Ltd2.35%
2. Senco Gold Ltd1.08%

1. Adani Ports and Special Economic Zone Ltd3.31%

1. Shriram Finance Ltd3.10%

1. Chalet Hotels Ltd1.24%
2. Sapphire Foods India Ltd1.08%
3. Westlife Foodworld Ltd0.73%

1. Bajaj Finserv Ltd2.83%

1. Info Edge (IndiLtd2.67%

1. Affle (IndiLtd1.90%
2. PVR INOX Ltd0.73%

1. One 97 Communications Ltd1.66%
2. PB Fintech Ltd0.74%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)2.30%

1. Interglobe Aviation Ltd2.16%

1. ICICI Prudential Life Insurance Company Ltd1.48%

1. Delhivery Ltd1.22%

1. Landmark Cars Ltd1.13%

1. The Phoenix Mills Ltd1.06%

About Fund

Sundaram Services Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,672 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.87. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundFranklin Asian Equity Fund Growth1371.57 CR2.54
This FundQuant Flexi Cap Fund Growth36353.92 CR1.83
This FundSundaram Services Fund Growth24672.48 CR1.87
This FundUTI Gold Exchange Traded Fund Growth00 CR0.47
This FundLIC MF Gold ETF Growth01454.41 CR0.41
Fund Name1Y3Y
This FundFranklin Asian Equity Fund Growth33.09754.3044
This FundQuant Flexi Cap Fund Growth8.381756.0351
This FundSundaram Services Fund Growth9.03257.937
This FundUTI Gold Exchange Traded Fund Growth85.8506183.9667
This FundLIC MF Gold ETF Growth86.5413184.3583

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 1.87. 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 : -8.77%
  • 6 Months : -7.15%
  • 1 Year : 9.03%
  • 3 Years : 16.46%
Returns of Sundaram Services Fund Growth are updated daily based on NAV of ₹ 32.2119 as on Mar 11,2026. Since inception, the return has been 57.94%.

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 ₹4,672 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.
Min Inv Amount: ₹500