Sundaram Services Fund Direct Growth
Get the latest NAV of Sundaram Services Fund Direct 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.
₹37.30
1D
NAV as on 13 Aug 2025
20.95%/per year
Since Inception
▲▼
2150 people have invested ₹ 1.5Cr in Sundaram Services Fund Direct Growth in the last three months
Sundaram Services Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-Aug-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
INDmoney Rank
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IND ranking is not available for this fund.
Sundaram Services Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Services Fund Asset Allocation
See fund asset allocation details as on (14-Jul-25)
Fund Distribution
as on (14-Jul-25)
Equity 94%
Debt & Cash 6%
Sundaram Services Fund Sector Allocation
See fund sector allocation details as on (14-Jul-25)
Sector Allocation
Equity 94%
Debt & Cash 6%
Top 3 Sectors in June were Financial Services, Communication & Consumer Cyclical
Financial Services
41%
Communication
17%
Consumer Cyclical
13%
Financial Services
41%
Communication
16%
Consumer Cyclical
13%
Sundaram Services Fund Holdings Details
as on (31-Jul-25)
Equity
Debt & Cash
Sundaram Services Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.74% |
Benchmark | Nifty Services Sector TR INR |
| AUM | ₹4367 Cr |
| Inception Date | 21 September, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 48.15% |
| Risk |   Very High Risk |
About Sundaram Services Fund
Sundaram Services Fund Direct Growth is an equity fund. This fund was started on 21 September, 2018. The fund is managed by Pathanjali Srinivasan, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Services Fund Direct Growth has ₹4367 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Services Fund Direct Growth has given a CAGR return of 20.95% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.98%, 18.66% and 26.25% respectively.
Holdings
Sundaram Services Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Communication, Consumer Cyclical, Health, Tech, Industrial, Government, Energy, Real Estate. Its top holdings are Bharti Airtel Ltd, HDFC Bank Ltd, Reliance Industries Ltd, Eternal Ltd, Axis Bank 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 Fund Direct 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 Fund Direct Growth has no lock in period.
Fund Manager
Pathanjali Srinivasan
Fund Manager of Sundaram Services Fund Direct Growth, since 1 July 2024
Rohit Seksaria
Fund Manager of Sundaram Services Fund Direct Growth, since 21 September 2018
- AUM of the fund stands at 4.4K Cr as of Jun'25
- AUM increased by 267.7 Cr between Jun'25 and May'25
More funds from Sundaram
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▲ 27.88
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▲ 29.74
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Frequently Asked Questions for Sundaram Services Fund Direct Growth
How do I invest in Sundaram Services Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Services Fund’.
- 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.