Sundaram Services Fund-Regular Plan-Growth
Sundaram Asset Management Company Ltd
₹34.88 (+1.36%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-1.48% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.87%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,065
Invested ₹1,000
▲+6.55%1 year
₹985
Invested ₹1,000
▼-1.48%3 years
₹1,117
Invested ₹1,000
▲+11.71%5 years
₹1,104
Invested ₹1,000
▲+10.36%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Services Sector TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.48% | +11.71% | +10.36% | — |
| Cumulative returns (%) | -1.48% | +39.41% | +63.68% | — |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.53 yrs |
About Fund
| Date of Incorporation | 21 Sep 2018 |
|---|---|
| Fund House | Sundaram Asset Management Company Ltd |
| Custodian | Hongkong and Shanghai Banking Corp |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | x |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Eternal Ltd | 6.10% |
| HDFC Bank Ltd | 5.75% |
| Bharti Airtel Ltd | 5.06% |
| Axis Bank Ltd | 4.58% |
| InterGlobe Aviation Ltd | 4.17% |
| Adani Ports & Special Economic Zone Ltd | 3.92% |
| Reliance Industries Ltd | 3.84% |
| Rategain Travel Technologies Ltd | 2.90% |
| ICICI Bank Ltd | 2.85% |
| Sundaram Liquid Dir Gr | 2.83% |
| PNB Housing Finance Ltd | 2.81% |
| Bajaj Finserv Ltd | 2.79% |
| Kotak Mahindra Bank Ltd | 2.71% |
| Apollo Hospitals Enterprise Ltd | 2.69% |
| Info Edge (India) Ltd | 2.67% |
| Titan Co Ltd | 2.62% |
| Shriram Finance Ltd | 2.58% |
| ICICI Prudential Life Insurance Co Ltd | 2.58% |
Investment Strategy
To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however, there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.