Sundaram Services Direct Growth
Very High Risk
Equity
NAV as of Aug 14, 2025
₹37.27
-0.08%1D Change
Returns since inception
21.02%p.a.
Very High Risk
Equity
NAV as of Aug 14, 2025
₹37.27
-0.08%1D Change
Returns since inception
21.02%p.a.
Sundaram Services Direct Growth
Very High Risk|Equity
NAV as of Aug 14, 2025
₹37.27
-0.08%1D
Returns since inception
21.02%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 ratio0.74%
- Exit Load1% within 365 days
- AUM (Fund size)₹4,428.77 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 | 7.94% |
| HDFC Bank Ltd | 7.49% |
| Reliance Industries Ltd | 4.88% |
| Eternal Ltd | 4.62% |
| Axis Bank Ltd | 4% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Pioneer Fund Direct... | ₹ 3,023 Cr | ₹34.78 | 0.37% | Very High |
| ICICI Prudential Exports ... | ₹ 1,397 Cr | ₹177.35 | 0.01% | Very High |
| ICICI Prudential Commodit... | ₹ 2,934 Cr | ₹44.81 | -0.64% | Very High |
| ICICI Prudential India Op... | ₹ 29,718 Cr | ₹38.39 | 0.13% | Very High |
NAV History
FUND | Sundaram Services Direct Growth |
|---|---|
| NAV (Aug 14, 2025) | ₹37.27 |
| Class | Equity | Other |
| Inception Date | Sep 21, 2018 |
| Fund Manager | Rohit Seksaria, Pathanjali Srinivasan |
FUND | Sundaram Services Direct 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 Di... | 0% | -2.95% | 2.27% | 13.15% | 11.59% | 18.85% |
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
- 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)
2.43 Lakhs ₹
Min investment of ₹300 required
