Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Services Regular 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.
₹21.35
1D
NAV as on 16 Sep 2026
16.89%/per year
Since Inception
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Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (16-Sep-26)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 2 out of 37 mutual funds in the equity - other category as per INDmoney.
Sundaram Services Regular 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 Regular Payout of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Financial Services, Government & Consumer Cyclical
Financial Services
37%
Government
19%
Consumer Cyclical
15%
Financial Services
37%
Government
19%
Consumer Cyclical
15%
Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal Holdings Details
as on (31-Aug-26)
Sundaram Services Regular 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 | 1.6% |
Benchmark | Nifty Services Sector TR INR |
| AUM | ₹5262 Cr |
| Inception Date | 21 September, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 36.02% |
| Risk |   Very High Risk |
About Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal
Sundaram Services Regular 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, Shalav Saket. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal has ₹5262 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 1.6.
Returns
Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal has given a CAGR return of 16.89% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.53%, 11.07% and 11.12% respectively.
Holdings
Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Consumer Cyclical, Communication, Tech, Industrial, Health, Energy, Real Estate. Its top holdings are Eternal Ltd, Bharti Airtel Ltd, Axis Bank Ltd, Reliance Industries Ltd, InterGlobe Aviation 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 Regular 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 Regular Payout of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal, since 21 September 2018
Shalav Saket
Fund Manager of Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal, since 20 March 2026
- AUM of the fund stands at 5.1K Cr as of Aug'26
- AUM has remained same between Aug'26 and Jul'26
Frequently Asked Questions for Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Services Regular Payout of Income Distribution cum Capital Withdrawal?
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