Sundaram Services Regular Growth

Sundaram Services Regular Growth

Equity

Sundaram Mutual Fund

Equity - Other

Get the latest NAV of Sundaram Services Regular Growth. 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.

₹33.31

▲0.1%1D

NAV as on 13 May 2026

17.05%/per year

Since Inception

Absolute Gain%

▲▼

Sundaram Services Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-May-26)

The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.22%
-4.77%
-7.55%
-0.49%
14.75%
15.94%
Nifty 500
0.89%
-4.01%
-6.04%
0.13%
13.08%
12.28%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.01%
1.99%
4.69%
--
--
--
Worst in Equity - Other
0.79%
-0.01%
1.9%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Services Regular Growth
-
4,624Cr
1.88%
-0.49%
14.75%
5.60
1.02
0.64
1.00
1.08
ICICI Prudential India Opportunities Fund
1/48
32,925Cr
1.58%
1.33%
19.11%
6.11
0.82
1.02
1.62
1.10
Aditya Birla Sun Life Special Opportunities Fund Reg
2/48
1,030Cr
1.91%
11.2%
20.27%
5.40
0.98
0.91
1.49
1.82
ICICI Prudential Business Cycle Fund
3/48
15,813Cr
1.69%
3.05%
18.93%
5.01
0.89
0.91
1.42
1.10
See all

Sundaram Services Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Services Regular Growth Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
49.4%
Small cap
29.2%
Mid cap
16.1%
Mid Cap allocation has gone up from 16.4% to 16.5%
Mid Cap allocation has gone up from 16.4% to 16.5%
Large Cap allocation has gone up from 50.5% to 50.8%
Large Cap allocation has gone up from 50.5% to 50.8%
Small Cap allocation has gone up from 27.2% to 27.5%
Small Cap allocation has gone up from 27.2% to 27.5%
Cash allocation has gone down from 4.5% to 4.2%
Cash allocation has gone down from 4.5% to 4.2%
Debt allocation has gone down from 0.4% to 0.3%
Debt allocation has gone down from 0.4% to 0.3%

Sundaram Services Regular Growth Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
39%
Communication
16.7%
Consumer Cyclical
14.2%
Health
9.1%
Tech
7.4%
Industrial
6.9%
Energy
5%
Real Estate
1.7%

Top 3 Sectors in March were Financial Services, Communication & Consumer Cyclical

Mar'26

Financial Services

39%

Corporate

23%

Communication

16%

Feb'26

Financial Services

41%

Communication

15%

Consumer Cyclical

14%

Sundaram Services Regular Growth Holdings Details

as on (30-Apr-26)

Holdings
Weight%
1M Change
Bharti Airtel Ltd
6.41%
0%
HDFC Bank Ltd
5.93%
8.2%
Axis Bank Ltd
5%
0.9%
Reliance Industries Ltd
5%
0%
Eternal Ltd
4.69%
8.5%
See all
Top Stocks bought last month
Eternal Ltd's allocation increased from 4.23% to 4.75%
Eternal Ltd's allocation increased from 4.23% to 4.75%
Coforge Ltd's allocation increased from 0.71% to 1.14%
Coforge Ltd's allocation increased from 0.71% to 1.14%
Bharti Airtel Ltd's allocation increased from 6.4% to 6.75%
Bharti Airtel Ltd's allocation increased from 6.4% to 6.75%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 6.32 % to 6.27 %
HDFC Bank Ltd's allocation decreased from 6.32 % to 6.27 %
Axis Bank Ltd's allocation decreased from 5.42 % to 5.11 %
Axis Bank Ltd's allocation decreased from 5.42 % to 5.11 %
Adani Ports & Special Economic Zone Ltd's allocation decreased from 3.59 % to 3.45 %
Adani Ports & Special Economic Zone Ltd's allocation decreased from 3.59 % to 3.45 %

Sundaram Services Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.88%
Benchmark
Nifty Services Sector TR INR
AUM₹4624 Cr
Inception Date21 September, 2018
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
105.47%
Risk
Risk meter
pointer
Very High Risk

About Sundaram Services Regular Growth

Sundaram Services Regular Growth is an equity fund. This fund was started on 21 September, 2018. The fund is managed by Rohit Seksaria, Shalav Saket. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Services Regular Growth has ₹4624 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 1.9.

Returns

Sundaram Services Regular Growth has given a CAGR return of 17.05% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.49%, 14.75% and 15.94% respectively.

Holdings

Sundaram Services Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Communication, Consumer Cyclical, Corporate, Industrial, Tech, Health, Energy, Government, Real Estate. Its top holdings are Bharti Airtel Ltd, HDFC Bank Ltd, Axis Bank Ltd, Reliance Industries Ltd, Eternal 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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram Services Regular Growth

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 Regular Growth has no lock in period.

Fund Manager

Rohit Seksaria

Fund Manager of Sundaram Services Regular Growth, since 21 September 2018

Shalav Saket

Fund Manager of Sundaram Services Regular Growth, since 20 March 2026

Learn more about Sundaram Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 4.1K Cr
₹ 4.6K Cr
₹ 4.7K Cr
  • AUM of the fund stands at 4.1K Cr as of Mar'26
  • AUM decreased by 467.5 Cr between Mar'26 and Feb'26

Frequently Asked Questions for Sundaram Services Regular Growth

How do I invest in Sundaram Services Regular Growth?

INDmoney makes it simple to invest in the Sundaram Services Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Services Regular Growth’.
  • 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.

What is the current NAV of Sundaram Services Regular Growth?

The NAV of the fund today is ₹33.31. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Services Regular Growth fund has generated a return of -0.49% in 1 year, 14.75% in 3 years, 15.94% in 5 years.

Who is the fund manager of Sundaram Services Regular Growth?

The fund managers are Rohit Seksaria, Shalav Saket.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.88%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹4624 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Services Regular Growth?

The top 3 holdings of the fund are Bharti Airtel Ltd(6.41%), HDFC Bank Ltd(5.93%), Axis Bank Ltd(5%)