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Apr 02, 2026


Category Equity
AUM (Cr.) 4,613.83
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.87
Sharpe Ratio -0.70
Beta Ratio 0.00
Fund Manager Rohit Seksaria
Inception Date Sep 21, 2018
Risk Level Very High

Investment 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.

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Nifty Service Sector TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Services Fund - Regular (G) -6.88 -10.94 -0.54 14.42 14.68 16.23
Benchmark - Nifty Service Sector TRI -9.37 -9.59 -5 9.34 8.11 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Services Fund - Regular (G) -6.88 -10.94 -0.54 14.42 14.68 16.23
Benchmark - Nifty Service Sector TRI -9.37 -9.59 -5 9.34 8.11 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Bharti Airtel Jan 31, 2026 309.24 6.62 -18.93
Equity-HDFC Bank Jan 31, 2026 305.28 6.53 -6.25
Equity-Axis Bank Jan 31, 2026 247.76 5.30 7.96
Equity-Reliance Industr Jan 31, 2026 213.82 4.58 -11.14
Equity-Eternal Jan 31, 2026 207.36 4.44 5.77
Reverse Repo-TREPS Jan 31, 2026 166.96 3.57 66.10
Equity-Adani Ports Jan 31, 2026 154.77 3.31 -3.40
Equity-Shriram Finance Jan 31, 2026 144.83 3.10 2.39
Equity-ICICI Bank Jan 31, 2026 133.19 2.85 0.90
Equity-Bajaj Finserv Jan 31, 2026 132.35 2.83 -4.28

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Services Fund - Regular (G)
Contact Person
Rohit Seksaria
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com