Sundaram Services Fund Regular - Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 12.6% at 16 Feb 2026 04:10 PM
Fund Details
NAV 34.9733
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 7.41
Fund Size(in Crores) 4672.47
Fund Performance
1 Month -2.57%
3 Month -2.92%
6 Month 1.56%
1 Year 12.6%
3 Year 18.41%
5 Year 16.96%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.53%) Market Cap Large Cap 52.97 Mid Cap 12.23 Small Cap 30.33 Top Sectors Financial 36.13 Services 23.86 Communication 9.91 Technology 9.26 Healthcare 5.82 Energy 4.58 Consumer Discretionary 3.43 Insurance 1.48 Construction 1.06 Top Holding Indus Towers 2.3 Interglobe Aviation 2.16 Fortis Healthcare 0.6 LTIMindtree 0.91 Tech Mahindra 1.03 Ujjivan Small Finance Bank 1.3 Shriram Finance 3.1 Bandhan Bank 1.15 Chalet Hotels 1.24 Axis Bank 5.3 Coforge 1.16 Bharti Hexacom 0.99 UTI Asset Mgmt 0.86 HDFC Bank 6.53 Prudent Corporate Advisory Services 0.67 Cholamandalam Financial 2.23 Reliance Industries 4.58 Infosys 1.26 Westlife Foodworld 0.73 CSB Bank 1.03 Titan Company 2.35 Adani Ports and Special Economic Zone 3.31 Kotak Mahindra Bank 0.95 Affle 3I 1.9 One97 Communications 1.66 Aavas Financiers 1.58 The Phoenix Mills 1.06 Sapphire Foods 1.08 PNB Housing Finance 2.1 Landmark Cars 1.13 Equitas Small Finance Bank 0.9 Senco Gold 1.08 Angel One 1.11 Indusind Bank 0.64 SIS 0.65 Delhivery 1.22 Aster DM Healthcare 1.94 Bharti Airtel 6.62 REC 0.98 R Systems International 0.89 MakeMy Trip 0.91 Eternal 4.44 PVR Inox 0.73 ICICI Bank 2.85 ICICI Prudential 1.48 Info Edge (India) 2.67 Metropolis Healthcare 0.83 Bajaj Finserv 2.83 Swiggy 0.23 PB Fintech 0.74 Apollo Hospitals Enterprise 2.45 RateGain Travel 2.11 Medi Assist Healthcare Services 0.96
Debt & Others (4.47%) Sector Allocation Net Payables -0.21 Repo 3.57 Mutual Fund 1.11 Debt Credit Ratings Debt Category Others 3.36 Sundaram Money Market Direct-G 1.11
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.86%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience 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.
Pathanjali Srinivasan
Education Mr. Srinivasan has done B.Com and CA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 68
Date of Incorporation 2018-09-21
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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