Sundaram Services Fund Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 21-09-2018
Asset Class: Equity
Benchmark: NIFTY Service Sector TRI
Expense Ratio: 1.88% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 4,428.77 Cr As on ( 30-06-2025)
Turn over: 63
NAV as on 31-07-2025
34.8407
-0.15 ( -0.4325% )
CAGR Since Inception
19.95%
NIFTY Service Sector TRI 15.85%
Performance of Sundaram Services Fund Regular Plan - Growth
Fund Managers

FM1: Mr. Rohit Seksaria, FM2: Mr. Bharath S

Investment Objective

To seek 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. however, there can be no assurance that the investment objective of the Scheme will be realized.

Returns Calculator for Sundaram Services Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Services Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Services Fund Regular Plan - Growth 12.7 1.32 5.98 0.91 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Services Reg Gr 21-09-2018 9.77 19.4 19.32 25.54 0.0
ICICI Pru India Opportunities Cum 05-01-2019 2.1 21.03 23.3 30.66 0.0
ICICI Pru Exports & Services Gr 01-11-2005 1.57 20.45 20.53 24.2 13.0
Franklin India Opportunities Gr 05-02-2000 0.25 30.11 31.14 29.89 15.64
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 0.06 17.66 18.57 0.0 0.0
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 -0.68 14.09 15.34 20.52 0.0
ICICI Pru Commodities Gr 05-10-2019 -1.26 18.16 21.03 33.44 0.0
HDFC Defence Fund Gr 02-06-2023 -2.49 42.6 0.0 0.0 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 -3.7 18.66 16.23 21.39 14.82
SBI Equity Minimum Variance Fund Reg Gr 02-03-2019 -6.94 11.33 13.27 17.54 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Services Fund Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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