Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Sundaram Services Fund Regular-IDCW Reinvestment
Equity, Thematic, Principal at very high risk
1 Year Return 14.9%
Fund Details
NAV 22.4948
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 7.41
Fund Size 4672.47
Fund Performance
1 Month -1.87%
3 Month -2.63%
6 Month 2.19%
1 Year 14.9%
3 Year 18.19%
5 Year 16.95%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
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 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.1% Ret 1Y 12.51% 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
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
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.
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) 64
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.
Know This Fund
As on 18 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 Small Cap 30.33 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 PB Fintech 0.74 Fortis Healthcare 0.6 MakeMy Trip 0.91 Coforge 1.16 Prudent Corporate Advisory Services 0.67 Info Edge (India) 2.67 Metropolis Healthcare 0.83 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 Equitas Small Finance Bank 0.9 Affle 3I 1.9 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 One97 Communications 1.66 Adani Ports and Special Economic Zone 3.31 Bandhan Bank 1.15 The Phoenix Mills 1.06 SIS 0.65 REC 0.98 Swiggy 0.23 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
Take Your Next Step
