Sundaram Services Fund Direct Growth
NAV as on 28-03-2025
₹ 33.51
1D
Inception Returns
20.4%
/yr
Historical NAV & Returns
About Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct Growth is an equity fund. This fund was started on 21 September, 2018. The fund is managed by S. Bharath, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Services Fund Direct Growth has ₹3551 Cr worth of assets under management (AUM) as on Feb 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Services Fund Direct Growth has given a CAGR return of 20.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.25%, 16.41% and 29.23% respectively.
Holdings
Sundaram Services Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Communication, Corporate, Consumer Cyclical, Government, Health, Tech, Industrial, Energy, Real Estate. Its top holdings are HDFC Bank Ltd, Bharti Airtel Ltd, Reliance Industries Ltd, Zomato 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.
Sundaram Services Fund Direct Growth Overview
| Expense ratio | 0.77% |
Benchmark | IISL Nifty Services Sector TR INR |
| AUM | ₹3551 Cr |
| Inception Date | 21 September, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 48.15% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for Sundaram Services Fund Direct Growth
Trailing Returns
as on (28-Mar-25)
Fund Distribution
as on (28-Feb-25)
- AUM of the fund stands at 3.6K Cr as of Feb'25
- AUM decreased by 347.9 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Financial Services, Communication & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 7.2% | 0% | |
 Bharti Airtel Ltd | 5.63% | -34.6% | |
 Reliance Industries Ltd | 5.18% | 0% | |
 Zomato Ltd | 3.39% | 8.9% | |
 Axis Bank Ltd | 3.37% | 0% |
Top Growth Drivers | 1M Return |
|---|---|
 HDFC Bank Ltd | 7.4% |
 Shriram Finance Ltd | 5.6% |
 Bajaj Finance Ltd | 3.7% |
Sundaram Services Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹3551 Cr
Expense Ratio 0.77%
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Frequently Asked Questions for Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.06% | 5.06% |
6 Month Returns | -9.95% | -9.95% |
1 Year Returns | 12.25% | 12.25% |
3 Years Returns | 57.75% | 16.41% |
5 Years Returns | 260.48% | 29.23% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Services Fund Direct Growth | 0.85 | 6.33 | 6.1 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Services Fund Direct Growth | 1.17 | 0.92 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Services Fund Direct Growth | 0.16 | 0.7 | 0.75 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Services Fund Direct Growth | 14.74 | 13.75 | 20.29 |