Sundaram Services Fund - Growth - Regular Plan

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  • 0.93 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -0.02 2.61 6.76 17.56 21.13 19.44
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 6.76 17.56 21.13 1.86 4,768.65
ICICI Prudential Exports & Services Fund - Growth Nov 30, 2005 6.77 19.09 20.80 2.26 1,443.30

Fund Holdings as on 30-November-2025

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Zomato Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Bajaj Finserv Ltd

  • ICICI Bank Ltd

  • TREPS

  • Info Edge (India) Ltd

  • Shriram Finance Ltd

  • Apollo Hospitals Enterprise Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Rate Gain Travel Technologies Ltd

  • Aster DM Healthcare Ltd

  • PNB Housing Finance Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Titan Company Ltd

  • Affle (India) Ltd

  • The Phoenix Mills Ltd

  • Ujjivan Small Finance Bank Ltd

  • LTIMindtree Ltd

  • CSB Bank Ltd

  • Sapphire Foods India Ltd

  • Infosys Ltd

  • Chalet Hotels Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Delhivery Ltd

  • Angel One Ltd

  • Medi Assist Healthcare Services Ltd

  • Interglobe Aviation Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Cholamandalam Financial Holdings Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Coforge Ltd

  • Bandhan Bank Ltd

  • Make My Trip Ltd (USD)

  • Kotak Mahindra Bank Ltd

  • Equitas Small Finance Bank Limited

  • REC Ltd

  • Senco Gold Ltd

  • R Systems International Ltd

  • Tech Mahindra Ltd

  • Westlife Foodworld Ltd

  • Metropolis Healthcare Ltd

  • PB Fintech Ltd

  • PVR INOX Ltd

  • Landmark Cars Ltd

  • Prudent Corporate Advisory Services Ltd

  • Fortis Health Care Ltd

  • SIS Ltd

  • IndusInd Bank Ltd

  • UTI Asset Management Co Ltd

  • BSE Ltd

  • Swiggy Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Hospital & Healthcare Services

  • Refineries

  • BPO/ITeS

  • e-Commerce

  • Finance - Investment

  • Finance - NBFC

  • Port

  • Diamond & Jewellery

  • Insurance

  • Miscellaneous

  • Finance - Housing

  • Construction - Real Estate

  • Consumer Food

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Logistics

  • Finance - Stock Broking

  • Business Support

  • Airlines

  • Finance Term Lending

  • Restaurants

  • Fintech

  • Film Production, Distribution & Entertainment

  • Automobiles - Dealers & Distributors

  • Professional Services

  • Finance - Asset Management

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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 ₹4,768.65 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 ₹0.33(0.93%)yesterday to ₹36.1143.

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