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Equity: Thematic-Others
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Thematic-Others

Sundaram Services Fund Regular Plan - Growth

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. Services sector includes Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Education, Staffing, Wealth management, Media, Retail, Aviation, Legal, Architecture, Design services etc. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

EquityBenchmark · NIFTY Service Sector TRITER · 1.85%Inception · 21-09-2018
NAV
33.65
+1.02% · as of 14-05-2026
Since inception
17.19%
CAGR
Benchmark (inception)
15.01%
CAGR
Fund size
₹46 Cr
AUM
Expense ratio
1.85%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +17.19% CAGR vs benchmark +15.01%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.75%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.27%
AXIS BANK LIMITED EQ NE FV RS. 2/-5.11%
RELIANCE INDUSTRIES LIMITED EQ4.97%
ZOMATO LIMITED EQ4.75%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-3.45%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-2.94%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.86%
Shriram Finance Limited2.71%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-2.67%

Sector allocation

Financial Services39.96%
Consumer Services10.23%
Telecommunication10.02%
Information Technology8.06%
Services7.75%
Healthcare7.09%
Oil, Gas & Consumable Fuels4.97%
Consumer Durables3.73%
Automobile and Auto Components1.18%
Realty1.08%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 17.2% p.a.
₹10,000
10 years
Projected value
₹31,94,376
Invested: ₹12,00,000
Gained: ₹19,94,376
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
R
Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
144838
ISIN (Growth)
INF903JA1EX7
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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