Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹26.62
1D
NAV as on 07 Jul 2025
21.74%/per year
Since Inception
▲▼
4 people have invested ₹ 12.3K in Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal in the last three months
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (07-Jul-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 93.1%
Debt & Cash 6.9%
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 93.1%
Debt & Cash 6.9%
Top 3 Sectors in May were Financial Services, Communication & Consumer Cyclical
Financial Services
41%
Communication
16%
Consumer Cyclical
13%
Financial Services
40%
Communication
17%
Consumer Cyclical
14%
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.75% |
Benchmark | Nifty Services Sector TR INR |
| AUM | ₹4161 Cr |
| Inception Date | 21 September, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 48.15% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 21 September, 2018. The fund is managed by Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has ₹4161 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has given a CAGR return of 21.74% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.73%, 23.89% and 27.47% respectively.
Holdings
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Financial Services, Communication, Consumer Cyclical, Government, Health, Tech, Industrial, Energy, Corporate, Real Estate. Its top holdings are Bharti Airtel Ltd, HDFC Bank Ltd, Reliance Industries Ltd, Eternal Ltd, Adani Ports & Special Economic Zone Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal
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, Design services etc.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal, since 21 September 2018
- AUM of the fund stands at 4.2K Cr as of May'25
- AUM increased by 162.8 Cr between May'25 and Apr'25
More funds from Sundaram
5Y CAGR
▲ 29.56
5Y CAGR
▲ 29.66
5Y CAGR
▲ 33.11
5Y CAGR
▲ 27.96
Frequently Asked Questions for Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal?
- Download the INDmoney app.
- Search for ‘Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.