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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,614 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 ₹31.0514 NAV as of Apr 02,2026 and returns since inception of 49.50%. Minimum investments start at SIP ₹100. The Sundaram Services Fund Growth AUM is ₹4,614 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 -2.13% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.77-2.138.60
6M-11.120.5528.52
1Y0.494.4564.27
3Y14.3412.92196.29

Portfolio Analysis

  • Equity: 94.10%
  • Debt: 5.90%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd6.32%
2. Axis Bank Ltd5.42%
3. ICICI Bank Ltd2.94%
4. Bandhan Bank Ltd1.38%
5. Ujjivan Small Finance Bank Ltd1.14%
6. CSB Bank Ltd1.02%
7. Kotak Mahindra Bank Ltd0.98%
8. Equitas Small Finance Bank Limited0.84%
9. IndusInd Bank Ltd0.69%

1. Bharti Airtel Ltd6.40%
2. Bharti Hexacom Ltd1.05%

1. Apollo Hospitals Enterprise Ltd2.79%
2. Aster DM Healthcare Ltd2.33%
3. Metropolis Healthcare Ltd0.85%
4. Fortis Health Care Ltd0.68%

1. Rate Gain Travel Technologies Ltd1.95%
2. Coforge Ltd1.09%
3. Infosys Ltd1.01%
4. LTIMindtree Ltd0.69%
5. R Systems International Ltd0.69%
6. Tech Mahindra Ltd0.63%

1. Reliance Industries Ltd4.63%

1. Zomato Ltd4.23%
2. Swiggy Ltd0.06%

1. Cholamandalam Financial Holdings Ltd2.23%
2. Angel One Ltd1.03%
3. Prudent Corporate Advisory Services Ltd0.66%

1. PNB Housing Finance Ltd2.13%
2. Aavas Financiers Ltd1.61%

1. Titan Company Ltd2.59%
2. Senco Gold Ltd1.13%

1. Adani Ports and Special Economic Zone Ltd3.59%

1. Sapphire Foods India Ltd1.18%
2. Chalet Hotels Ltd1.16%
3. Westlife Foodworld Ltd0.74%

1. Shriram Finance Ltd3.01%

1. Bajaj Finserv Ltd2.93%

1. One 97 Communications Ltd1.63%
2. PB Fintech Ltd1.09%

1. Affle (IndiLtd1.71%
2. PVR INOX Ltd0.78%

1. Interglobe Aviation Ltd2.29%

1. Info Edge (IndiLtd2.23%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)2.13%

1. ICICI Prudential Life Insurance Company Ltd1.54%

1. Delhivery Ltd1.26%

1. Landmark Cars Ltd1.21%

1. The Phoenix Mills Ltd1.07%

About Fund

Sundaram Services Fund Growth managed by Sundaram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,614 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 FundTaurus Ethical Fund Growth0373.36 CR2.37
This FundSundaram Services Fund Growth24613.83 CR1.87
This FundUTI Gold Exchange Traded Fund Growth04439.66 CR0.47
This FundAxis Gold Exchange Traded Fund Growth05389.26 CR0.56
Fund Name1Y3Y
This FundTaurus Ethical Fund Growth-2.056146.1645
This FundSundaram Services Fund Growth0.491649.5009
This FundUTI Gold Exchange Traded Fund Growth63.6231145.6219
This FundAxis Gold Exchange Traded Fund Growth63.023146.0901

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 : -11.12%
  • 1 Year : 0.49%
  • 3 Years : 14.34%
Returns of Sundaram Services Fund Growth are updated daily based on NAV of ₹ 31.0514 as on Apr 02,2026. Since inception, the return has been 49.50%.

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 ₹4,614 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