Sundaram Mutual Fund

Sundaram Services Fund Direct Plan Growth

₹ 38.06

NAV (Jul 25)

27.086%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within sectoral / thematic - services mutual funds.This category has few funds and relatively small amounts invested in them.

The Services benchmark index has performed moderately well over time however, the funds in this category have underperformed the benchmark index over an extended period.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

View all 7 analysis

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Sundaram Services Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,48,988

Wealth Gained

14,81,600

Total Corpus Created (₹)

With CAGR of 27.086 % in 5 years

Historical NAV

₹ 38.062

NAV (Jul 25)

Fund Returns

Last 1Y
13.7%
Last 3Y
22.3%
Last 5Y
27.1%
Last 10Y
-
Since Inception
21.6%
6 Month CAGR
13.1%

Scheme Information

Investment Objective

The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.

Expense Ratio
0.88 %
Launched 6Y ago
2018-09-21
AUM in Crores
4428.8
ISIN
INF903JA1FA2
Lock-in (days)
No Lock-in
Benchmark
NIFTY Service Sector Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13.7
Beta
0.9
Sharpe Ratio
0.7
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Services Fund Direct (G)70%14,81,600 7,48,98827.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Bharti Airtel Ltd.

7.91%
7.906%

HDFC Bank Ltd.

7.9%
7.895%

Reliance Industries Ltd.

5.01%
5.007%

ICICI Securities Ltd.

3.55%
3.547%

Cholamandalam Financial Holdings Ltd.

3.45%
3.45%
See all holdings
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Allocation by Sector

Financial

35.73%
35.729018%

Services

20.05%
20.04619%

Communication

10.64%
10.639084%

Technology

8.77%
8.765986%

Healthcare

6.44%
6.44334%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img

Sundaram Services Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,48,988

Wealth Gained

14,81,600

Total Corpus Created (₹)

With CAGR of 27.086 % in 5 years

Frequently Asked Questions

What is the expense ratio for Sundaram Services Fund Direct Plan Growth?

What is the current AUM of Sundaram Services Fund Direct Growth?

What is the latest NAV of Sundaram Services Fund Direct Growth?

What is the Riskometer rating for Sundaram Services Fund Direct Plan Growth?

Which are the top sector holdings in Sundaram Services Fund Direct Plan?

Which are the top stock holdings in Sundaram Services Fund Direct Plan?

What is the asset allocation of Sundaram Services Fund Direct Plan Growth?

What has been the performance of Sundaram Services Fund Direct Growth returns?

Does Sundaram Services Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in Sundaram Services Fund Direct Plan Growth?

How to invest in Sundaram Services Fund Direct Growth?

How can I redeem my investment in Sundaram Services Fund Direct Plan?

Sundaram Services Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,48,988

Wealth Gained

14,81,600

Total Corpus Created (₹)

With CAGR of 27.086 % in 5 years