Sundaram Services Fund - Growth - Regular Plan

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  • 0.5 %Nav, as on 10-02-2026

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. However, there can be no assurance that the investment objective of the Scheme will be realized.Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Designservices etc.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Services Fund Regular Plan Growth -0.72 -0.70 10.01 18.87 17.77 18.74
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Services Sector - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Services Fund Regular Plan Growth Sep 21, 2018 10.01 18.87 17.77 1.86 4,672.48
ICICI Prudential Exports & Services Fund - Growth Nov 30, 2005 10.56 19.89 17.69 2.26 1,385.51

Fund Holdings as on 31-January-2026

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • Zomato Ltd

  • TREPS

  • Adani Ports and Special Economic Zone Ltd

  • Shriram Finance Ltd

  • ICICI Bank Ltd

  • Bajaj Finserv Ltd

  • Info Edge (India) Ltd

  • Apollo Hospitals Enterprise Ltd

  • Titan Company Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Cholamandalam Financial Holdings Ltd

  • Interglobe Aviation Ltd

  • Rate Gain Travel Technologies Ltd

  • PNB Housing Finance Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • One 97 Communications Ltd

  • Aavas Financiers Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Ujjivan Small Finance Bank Ltd

  • Infosys Ltd

  • Chalet Hotels Ltd

  • Delhivery Ltd

  • Coforge Ltd

  • Bandhan Bank Ltd

  • Landmark Cars Ltd

  • Angel One Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Sapphire Foods India Ltd

  • Senco Gold Ltd

  • The Phoenix Mills Ltd

  • CSB Bank Ltd

  • Tech Mahindra Ltd

  • Bharti Hexacom Ltd

  • REC Ltd

  • Medi Assist Healthcare Services Ltd

  • Kotak Mahindra Bank Ltd

  • LTIMindtree Ltd

  • Make My Trip Ltd (USD)

  • Equitas Small Finance Bank Limited

  • R Systems International Ltd

  • UTI Asset Management Co Ltd

  • Metropolis Healthcare Ltd

  • PB Fintech Ltd

  • PVR INOX Ltd

  • Westlife Foodworld Ltd

  • Prudent Corporate Advisory Services Ltd

  • SIS Ltd

  • IndusInd Bank Ltd

  • Fortis Health Care Ltd

  • Swiggy Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Investment

  • e-Commerce

  • Refineries

  • BPO/ITeS

  • Finance - Housing

  • Diamond & Jewellery

  • Miscellaneous

  • Port

  • Finance - NBFC

  • Fintech

  • Airlines

  • Insurance

  • Hotel, Resort & Restaurants

  • Logistics

  • Automobiles - Dealers & Distributors

  • Finance - Stock Broking

  • Consumer Food

  • Construction - Real Estate

  • Finance Term Lending

  • Business Support

  • Finance - Asset Management

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Finance - Others

  • Professional Services

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  • Cash

  • Equity

  • MFU

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About Sundaram Services Fund

Scheme Analysis

Sundaram Services Fund is a Equity - Sectoral Fund - Service Industry fund and belongs to Sundaram Mutual Fund. It was launched on 21-Sep-2018 and currently has an AUM of ₹4,672.48 crore. Sundaram Services Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Services Sector - TRI as secondary index.

The NAV of Sundaram Services Fund ended up ₹0.18(0.5%)yesterday to ₹35.7742.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Services Fund is managed by Rohit Seksaria and Shalav Saket.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156