Sundaram Services Fund · Regular · Growth
NAV
₹34.8159
as of 16 Jun 2026
Expense Ratio
1.87%
AUM
₹4,605 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.02%
- 3Y
- +14.41%
- 5Y
- +14.45%
- Since Inception
- +17.43%
SIP returns (XIRR)
- 1Y
- +0.76%
- 3Y
- +8.65%
- 5Y
- +12.21%
- Since Inception
- +16.65%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹85,802
Benchmark
₹80,063
+₹5,739 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹46,500
Invested
₹85,802
Value today
15.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,323
Value today
16.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,65,000
Withdrawn
₹24,64,536
Corpus left
+₹19,29,536 net gain — withdrew ₹4,65,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹19,13,465
Value today
-4.0%
vs lumpsum
Direct lumpsum would have beaten STP by 4.0% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,02,803
Value today
4.0×
Multiple
Staying invested through that crash turned ₹1L into ₹4,02,803 — a 4.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.14
Sharpe Ratio
-0.00
Alpha
0.51
Beta
-0.13
Sortino
15.55%
Std Dev
-17.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks20.00%
- Finance13.00%
- Telecom - Services9.00%
- Retailing7.00%
- Healthcare Services7.00%
- IT - Software6.00%
- Petroleum Products5.00%
- Transport Services4.00%
- Transport Infrastructure4.00%
- Consumer Durables4.00%
- Leisure Services3.00%
- Financial Technology (Fintech)3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Services Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd6.41%
- 2Hdfc Bank Ltd5.93%
- 3Axis Bank Ltd5.00%
- 4Reliance Industries Ltd5.00%
- 5Zomato Ltd4.69%
- 6Adani Ports And Special Economic Zone Ltd3.91%
- 7Apollo Hospitals Enterprise Ltd2.72%
- 8Icici Bank Ltd2.69%
- 9Titan Company Ltd2.62%
- 10Shriram Finance Ltd2.61%
Investment Objective
Sundaram Services Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Services Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹4,605 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.87%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations