Sundaram Services Direct Growth
Very High Risk
Equity
NAV as of Jul 01, 2025
₹38.88
-0.12%1D Change
Returns since inception
22.19%p.a.
Very High Risk
Equity
NAV as of Jul 01, 2025
₹38.88
-0.12%1D Change
Returns since inception
22.19%p.a.
Sundaram Services Direct Growth
Very High Risk|Equity
NAV as of Jul 01, 2025
₹38.88
-0.12%1D
Returns since inception
22.19%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.75%
- Exit Load1% within 365 days
- AUM (Fund size)₹4,161.11 Crore
- Lock-in periodNo Lock-in
- Age6 yrs since Sep 21, 2018
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
94.86%
Debt
0.96%
Others
4.17%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Bharti Airtel Ltd | 8.08% |
| HDFC Bank Ltd | 7.57% |
| Treps | 5.55% |
| Reliance Industries Ltd | 5.23% |
| Eternal Ltd | 3.76% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Natural Resources & N... | ₹ 750 Cr | ₹69.83 | 1.07% | Very High |
| ICICI Prudential India Op... | ₹ 28,204 Cr | ₹39.31 | -0.03% | Very High |
| ICICI Prudential Exports ... | ₹ 1,396 Cr | ₹180.62 | -0.43% | Very High |
| Kotak Pioneer Fund Direct... | ₹ 2,807 Cr | ₹34.34 | -0.33% | Very High |
NAV History - SUNDARAM SERVICES FUND Direct Plan - Growth
FUND | SUNDARAM SERVICES FUND Direct Plan - Growth |
|---|---|
| NAV (Jul 01, 2025) | ₹38.88 |
| Class | Equity | Other |
| Inception Date | Sep 21, 2018 |
| Fund Manager | Rohit Seksaria, Pathanjali Srinivasan |
FUND | SUNDARAM SERVICES FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM SERVICES FU... | 2.33% | 5.28% | 16.87% | 9.76% | 16.3% | 25.85% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.74 Lakhs ₹
Min investment of ₹300 required
