Sundaram Services Direct Growth - Regular - Latest NAV [ ₹37.0262 ], Returns, Performance, Portfolio & Returns 2026

Sundaram Services Direct Growth

Very High Risk

Equity

NAV as of Feb 27, 2026

37.03

-1.38%1D Change

3Y returns

+70.18%

Very High Risk

Equity

NAV as of Feb 27, 2026

37.03

-1.38%1D Change

3Y returns

+70.18%

Sundaram Services Direct Growth

Very High Risk|Equity
NAV as of Feb 27, 2026

37.03

-1.38%1D

3Y returns

+70.18%

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • RatingNo Rating
  • Expense ratio0.68%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹4,672.48 Crore
  • Lock-in periodNo Lock-in
  • Age7 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 NameAssets (%)
Bharti Airtel Ltd6.62%
HDFC Bank Ltd6.53%
Axis Bank Ltd5.3%
Reliance Industries Ltd4.58%
Eternal Ltd4.44%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI PSU Direct Growth₹ 5,980 Cr
41.11
| 0.00%
Very High
DSP Natural Resources & N...₹ 1,765 Cr
123.44
| -0.23%
Very High
Aditya Birla Sun Life PSU...₹ 5,714 Cr
41.63
| -0.69%
Very High
SBI Comma Fund Direct Gro...₹ 896 Cr
124.94
| 0.00%
Very High

NAV History - SUNDARAM SERVICES FUND Direct Plan - Growth

FUND

SUNDARAM SERVICES FUND Direct Plan - Growth

NAV (Feb 27, 2026)₹37.03
ClassEquity | Other
Inception DateSep 21, 2018
Fund ManagerRohit Seksaria, Pathanjali Srinivasan

FUND

SUNDARAM SERVICES FUND Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹300 and Lump. ₹100
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

SUNDARAM SERVICES FU...-2.27%-1.02%-6.48%-1.48%13.95%19.33%

Frequently Asked Questions

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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
  • AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
  • Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
5,000
Duration
1Year
Estimated value after 1 year

(as per historical returns)

₹66,668
Min investment of ₹300 required