Sundaram Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹5,137 Cr

Lock In Period

N/A

Expense Ratio

1.91

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

Sundaram Services Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.330.0811.98
6M6.332.2163.79
1Y5.534.96134.17
3Y15.3614.16299.70

Portfolio Analysis

  • Equity: 94.25%
  • Debt: 5.75%
  • Others
As on: 2026-07-31
View allocation % by

1. Axis Bank Ltd4.36%
2. ICICI Bank Ltd2.75%
3. Kotak Mahindra Bank Ltd2.71%
4. HDFC Bank Ltd2.46%
5. Bandhan Bank Ltd1.68%
6. Ujjivan Small Finance Bank Ltd1.11%
7. CSB Bank Ltd0.78%
8. Equitas Small Finance Bank Limited0.74%

1. Apollo Hospitals Enterprise Ltd2.87%
2. Aster DM Healthcare Ltd2.62%
3. Metropolis Healthcare Ltd0.94%
4. Fortis Health Care Ltd0.61%
5. Manipal Health Enterprises Ltd0.39%

1. Rate Gain Travel Technologies Ltd3.04%
2. Coforge Ltd2.29%
3. LTIMindtree Ltd0.61%
4. R Systems International Ltd0.56%
5. Infosys Ltd0.27%

1. Bharti Airtel Ltd5.52%
2. Bharti Hexacom Ltd0.94%

1. Eternal Ltd (Previously Zomato Ltd)5.61%
2. Swiggy Ltd0.03%

1. Cholamandalam Financial Holdings Ltd2.46%
2. Angel One Ltd1.19%
3. Prudent Corporate Advisory Services Ltd0.83%
4. OnEMI Technology Solutions LTD0.79%

1. Reliance Industries Ltd4.11%

1. PNB Housing Finance Ltd2.35%
2. Aavas Financiers Ltd1.68%

1. Titan Company Ltd2.62%
2. Senco Gold Ltd1.29%

1. Shriram Finance Ltd2.62%
2. Five-Star Business Finance Ltd1.13%

1. Adani Ports and Special Economic Zone Ltd3.60%

1. Interglobe Aviation Ltd3.53%

1. One 97 Communications Ltd1.90%
2. PB Fintech Ltd1.47%

1. Affle (IndiLtd2.18%
2. PVR INOX Ltd0.78%

1. Bajaj Finserv Ltd2.79%

1. Info Edge (IndiLtd2.58%

1. Chalet Hotels Ltd1.05%
2. Sapphire Foods India Ltd1.01%
3. Westlife Foodworld Ltd0.44%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)2.15%

1. Landmark Cars Ltd1.42%

1. Delhivery Ltd1.26%

1. The Phoenix Mills Ltd1.10%
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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 ₹5,137 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.91. 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 NameRatingsAUMExpense Ratio
Axis Business Cycles Fund Growth32,125 CR2.27
Tata Dividend Yield Fund Growth01,122 CR2.31
Sundaram Services Fund Growth35,137 CR1.91
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundAxis Business Cycles Fund Growth4.885449.3986
This FundTata Dividend Yield Fund Growth12.329353.0944
This FundSundaram Services Fund Growth5.531553.5013
This FundHDFC Defence Fund Growth30.5262174.8805
This FundNippon India Taiwan Equity Fund Growth131.0253283.5012

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 1.91. 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 : 1.33%
  • 6 Months : 6.33%
  • 1 Year : 5.53%
  • 3 Years : 15.36%
Returns of Sundaram Services Fund Growth are updated daily based on NAV of ₹ 36.9892 as on Aug 19,2026. Since inception, the return has been 53.50%.

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 ₹5,137 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.