Sundaram Services Direct Growth - Regular - Latest NAV [ ₹38.8848 ], Returns, Performance, Portfolio & Returns 2025

Sundaram Services Direct Growth

Very High Risk

Equity

NAV as of Oct 17, 2025

38.88

0.15%1D Change

Returns since inception

21.17%p.a.

Very High Risk

Equity

NAV as of Oct 17, 2025

38.88

0.15%1D Change

Returns since inception

21.17%p.a.

Sundaram Services Direct Growth

Very High Risk|Equity
NAV as of Oct 17, 2025

38.88

0.15%1D

Returns since inception

21.17%p.a.

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 ratio0.74%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹4,428.77 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 Ltd7.69%
HDFC Bank Ltd6.96%
Eternal Ltd4.82%
Reliance Industries Ltd4.72%
Axis Bank Ltd4.28%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
UTI Transportation & Logi...₹ 3,968 Cr
341.64
| 0.13%
Very High
ICICI Prudential Commodit...₹ 3,059 Cr
47.03
| -0.95%
Very High
Kotak Pioneer Fund Direct...₹ 3,148 Cr
35.80
| 0.48%
Very High
ICICI Prudential India Op...₹ 30,802 Cr
39.87
| 0.10%
Very High

NAV History - SUNDARAM SERVICES FUND Direct Plan - Growth

FUND

SUNDARAM SERVICES FUND Direct Plan - Growth

NAV (Oct 17, 2025)₹38.88
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...1.18%1.1%1.03%10.41%7.61%20.6%

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
Estimated value after 3 years

(as per historical returns)

2.5 Lakhs ₹
Min investment of ₹300 required