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Sundaram Services Fund Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 21-09-2018
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
FM1: Mr. Rohit Seksaria; FM2: Mr. Pathanjali Srinivasan
Investment Objective
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.
Benchmark
NIFTY Service Sector TRI
Expense Ratio
1.87% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
4,673.56 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Sundaram Services Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Services Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | 12.7 | 0.9 | 5.32 | 0.98 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 38.83 |
| Consumer Services | 11.59 |
| Telecommunication | 10.05 |
| Information Technology | 9.52 |
| Healthcare | 6.68 |
| Services | 6.43 |
| Oil, Gas & Consumable Fuels | 4.87 |
| Consumer Durables | 2.83 |
| Realty | 1.65 |
| Media, Entertainment & Publication | 0.91 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.94 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.87 |
| TREPS | 4.75 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.62 |
| ZOMATO LIMITED EQ | 4.46 |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/- | 3.39 |
| EQ - INFO-EDGE (INDIA) LTD. | 2.94 |
| Shriram Finance Limited | 2.94 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.73 |