Sundaram Services Fund Regular-IDCW Payout
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Equity, Thematic, Principal at very high risk
1 Year Return 12.6% at 16 Feb 2026 04:17 PM
Fund Details
NAV 22.376
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 Small Cap 30.33 Large Cap 52.97 Mid Cap 12.23 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 Cholamandalam Financial 2.23 Kotak Mahindra Bank 0.95 Eternal 4.44 Bharti Hexacom 0.99 Landmark Cars 1.13 UTI Asset Mgmt 0.86 ICICI Bank 2.85 Westlife Foodworld 0.73 HDFC Bank 6.53 Delhivery 1.22 Indus Towers 2.3 Fortis Healthcare 0.6 PB Fintech 0.74 MakeMy Trip 0.91 Coforge 1.16 Prudent Corporate Advisory Services 0.67 Metropolis Healthcare 0.83 Info Edge (India) 2.67 Titan Company 2.35 Shriram Finance 3.1 Aavas Financiers 1.58 Aster DM Healthcare 1.94 PVR Inox 0.73 Sapphire Foods 1.08 Indusind Bank 0.64 PNB Housing Finance 2.1 Affle 3I 1.9 Equitas Small Finance Bank 0.9 Bajaj Finserv 2.83 LTIMindtree 0.91 Tech Mahindra 1.03 Ujjivan Small Finance Bank 1.3 Bharti Airtel 6.62 Interglobe Aviation 2.16 ICICI Prudential 1.48 Adani Ports and Special Economic Zone 3.31 One97 Communications 1.66 Bandhan Bank 1.15 The Phoenix Mills 1.06 REC 0.98 Swiggy 0.23 SIS 0.65 Senco Gold 1.08 R Systems International 0.89 Infosys 1.26 Apollo Hospitals Enterprise 2.45 CSB Bank 1.03 Reliance Industries 4.58 Angel One 1.11 RateGain Travel 2.11 Axis Bank 5.3 Chalet Hotels 1.24 Medi Assist Healthcare Services 0.96
Debt & Others (4.47%) Sector Allocation Net Payables -0.21 Mutual Fund 1.11 Repo 3.57 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
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) 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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