- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Services Fund (G)
Sundaram Services Fund (G)
₹ 33.1
NAV (May 07)
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.
Scheme Information
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 | 1.94 % |
Launched 6Y ago | 2018-09-21 |
AUM in Crores | 3745.6 |
ISIN | INF903JA1EX7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Service Sector Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Bharti Airtel Ltd.
7.91%HDFC Bank Ltd.
7.9%Reliance Industries Ltd.
5.01%ICICI Securities Ltd.
3.55%Cholamandalam Financial Holdings Ltd.
3.45%
Allocation by Sector
Financial
35.73%Services
20.05%Communication
10.64%Technology
8.77%Healthcare
6.44%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
Sundaram Services Fund (G) Review
Sundaram Services Fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 19.78% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Pathanjali Srinivasan, Ravi Gopalakrishnan, Rohit Seksaria.
Nav of Sundaram Services Fund (G) as of 5/7/2025 is ₹33.10 with the total AUM as of 5/9/2025 is ₹3745.64. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Services Fund (G) was launched on 2018-09-21. The category risk of the fund is Very High.
The minimum SIP amount for Sundaram Services Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Services Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Service Sector Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 17.19% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Services Fund (G).