Sundaram Services Fund Regular - Growth
Sundaram Services Fund Regular - Growth: Mutual Fund Overview
Sundaram Services Fund Regular - Growth is an Thematic mutual fund with over 7.47 years of performance history. The scheme manages an AUM of ₹4613.82 Cr and has a NAV of ₹32.6372. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 9.03%.
Equity, Thematic, Principal at very high risk
1 Year Return 9.03% at 12 Mar 2026 07:14 PM
Fund Details
NAV 32.6372
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 7.47
Fund Size(in Crores) 4613.82
Fund Performance
1 Month -8.76%
3 Month -8.36%
6 Month -7.15%
1 Year 9.03%
3 Year 16.43%
5 Year 15.14%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.08%) Market Cap Large Cap 52.58 Mid Cap 14.4 Small Cap 28.1 Top Sectors Financial 36.17 Services 23.97 Communication 9.57 Technology 7.78 Healthcare 6.64 Energy 4.63 Consumer Discretionary 3.71 Insurance 1.54 Construction 1.07 Top Holding Indus Towers 2.13 Interglobe Aviation 2.29 Fortis Healthcare 0.68 LTIMindtree 0.69 Tech Mahindra 0.63 Ujjivan Small Finance Bank 1.14 Shriram Finance 3.01 Bandhan Bank 1.38 Chalet Hotels 1.16 Axis Bank 5.42 UTI Asset Mgmt 0.89 Bharti Hexacom 1.05 Coforge 1.09 Reliance Industries 4.63 Prudent Corporate Advisory Services 0.66 HDFC Bank 6.32 Cholamandalam Financial 2.23 CSB Bank 1.02 Westlife Foodworld 0.74 Titan Company 2.59 Infosys 1.01 Adani Ports and Special Economic Zone 3.59 Affle 3I 1.71 Kotak Mahindra Bank 0.98 One97 Communications 1.63 Aavas Financiers 1.61 The Phoenix Mills 1.07 Sapphire Foods 1.18 PNB Housing Finance 2.13 Equitas Small Finance Bank 0.84 Landmark Cars 1.21 Senco Gold 1.13 Angel One 1.03 Indusind Bank 0.69 SIS 0.61 Delhivery 1.26 Aster DM Healthcare 2.33 Bharti Airtel 6.4 REC 0.96 R Systems International 0.69 MakeMy Trip 0.83 Eternal 4.23 ICICI Bank 2.94 PVR Inox 0.78 ICICI Prudential 1.54 Info Edge (India) 2.23 Metropolis Healthcare 0.85 Bajaj Finserv 2.93 Swiggy 0.23 PB Fintech 1.09 Apollo Hospitals Enterprise 2.79 RateGain Travel 1.95 Medi Assist Healthcare Services 0.9
Debt & Others (4.92%) Sector Allocation Margin Money 0.01 Net Payables -0.15 Repo 3.93 Debt Credit Ratings Debt Category Others 3.79 Sundaram Money Market Direct-G 1.13
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
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 -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.87%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
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
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.
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.
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) 75
Date of Incorporation 2018-09-21
Total AUM 75674.2
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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