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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹4,146 Cr
Lock In Period
N/A
Expense Ratio
1.88
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 ₹34.0286 NAV as of Apr 22,2026 and returns since inception of 62.66%. Minimum investments start at SIP ₹100. The Sundaram Services Fund Growth AUM is ₹4,146 Cr, with a lock-in of N/A years, expense ratio of 1.88%, 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 9.25% returns, against a category average of 1.38% and a category best of 11.95%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 9.25 | 1.38 | 11.95 |
| 6M | -5.41 | 1.78 | 28.21 |
| 1Y | 3.08 | 5.83 | 73.56 |
| 3Y | 17.61 | 14.68 | 196.29 |
Portfolio Analysis
- Equity: 94.85%
- Debt: 5.15%
- Others
As on: 2026-03-31
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About Fund
Sundaram Services Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,146 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.88. 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 |
|---|---|---|---|
| This FundHDFC Housing Opportunities Fund Growth | 0 | 1086.24 CR | 2.27 |
| This FundAditya Birla Sun Life International Equity Fund Growth | 2 | 290.87 CR | 2.53 |
| This FundSundaram Services Fund Growth | 0 | 4146.35 CR | 1.88 |
| This FundLIC MF Gold ETF Growth | 0 | 1346.43 CR | 0.45 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4098.98 CR | 0.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Housing Opportunities Fund Growth | 3.8424 | 62.2608 |
| This FundAditya Birla Sun Life International Equity Fund Growth | 40.2228 | 62.5026 |
| This FundSundaram Services Fund Growth | 3.0801 | 62.6619 |
| This FundLIC MF Gold ETF Growth | 57.0029 | 145.7719 |
| This FundUTI Gold Exchange Traded Fund Growth | 56.8181 | 146.2685 |
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 1.88. 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 : 9.25%
- 6 Months : -5.41%
- 1 Year : 3.08%
- 3 Years : 17.61%
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 ₹4,146 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