Sundaram Services Fund - Growth - Regular Plan

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  • (-1.08%)Nav, as on 20-05-2025

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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 3.51 9.79 17.89 20.87 28.97 20.03
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 17.89 20.87 28.97 1.90 3,998.33
ICICI Prudential Exports & Services Fund - Growth Nov 30, 2005 13.32 22.22 28.11 2.27 1,362

Fund Holdings as on 30-April-2025

  • HDFC Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Zomato Ltd

  • Axis Bank Ltd

  • Adani Ports and Special Economic Zone Ltd

  • ICICI Bank Ltd

  • Bharti Hexacom Ltd

  • Apollo Hospitals Enterprise Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • PNB Housing Finance Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Bajaj Finserv Ltd

  • Shriram Finance Ltd

  • Ujjivan Small Finance Bank Ltd

  • Titan Company Ltd

  • IndusInd Bank Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • The Phoenix Mills Ltd

  • Sapphire Foods India Ltd

  • Info Edge (India) Ltd

  • Equitas Small Finance Bank Limited

  • Chalet Hotels Ltd

  • CSB Bank Ltd

  • REC Ltd

  • Infosys Ltd

  • Angel One Ltd May 2025

  • LTIMindtree Ltd

  • Multi Commodity Exchange of India Ltd

  • Westlife Foodworld Ltd

  • Fortis Health Care Ltd

  • Rate Gain Travel Technologies Ltd

  • Tech Mahindra Ltd

  • Delhivery Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • R Systems International Ltd

  • Make My Trip Ltd (USD)

  • SIS Ltd

  • Medi Assist Healthcare Services Ltd

  • Metropolis Healthcare Ltd

  • 364 Days - T Bill - 11/09/2025*

  • Swiggy Ltd

  • Prudent Corporate Advisory Services Ltd

  • Coforge Ltd

  • Senco Gold Ltd

  • Interglobe Aviation Ltd

  • UTI Asset Management Co Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • 364 Days - T Bill - 02/05/2025

  • Creditaccess Grameen Ltd

  • Angel One Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • IT - Software

  • Miscellaneous

  • Refineries

  • e-Commerce

  • BPO/ITeS

  • Finance - Investment

  • Port

  • Diamond & Jewellery

  • Insurance

  • Finance - Housing

  • Finance - NBFC

  • Construction - Real Estate

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • Finance - Stock Broking

  • Restaurants

  • Courier Services

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Business Support

  • Finance - Others

  • Airlines

  • Finance - Asset Management

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • MFU

  • Sovereign

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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 ₹3,998.33 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 down ₹-0.37(-1.08%)yesterday to ₹33.7759.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Services Fund is managed by S. Bharath and Rohit Seksaria.

Fund House Contact

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

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