Sundaram Services Direct Growth
Very High Risk
Equity
NAV as of Aug 01, 2025
₹37.09
-1.68%1D Change
Returns since inception
21.05%p.a.
Very High Risk
Equity
NAV as of Aug 01, 2025
₹37.09
-1.68%1D Change
Returns since inception
21.05%p.a.
Sundaram Services Direct Growth
Very High Risk|Equity
NAV as of Aug 01, 2025
₹37.09
-1.68%1D
Returns since inception
21.05%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 | 8.22% |
| HDFC Bank Ltd | 7.32% |
| Reliance Industries Ltd | 5.19% |
| Cash And Other Net Current Assets | 4.22% |
| Eternal Ltd | 3.91% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Pioneer Fund Direct... | ₹ 2,958 Cr | ₹34.40 | -1.14% | Very High |
| ICICI Prudential India Op... | ₹ 29,463 Cr | ₹38.08 | -1.47% | Very High |
| ICICI Prudential Exports ... | ₹ 1,429 Cr | ₹175.68 | -1.34% | Very High |
| HSBC Business Cycles Dire... | ₹ 1,153 Cr | ₹46.98 | -0.79% | Very High |
NAV History - SUNDARAM SERVICES FUND Direct Plan - Growth
FUND | SUNDARAM SERVICES FUND Direct Plan - Growth |
|---|---|
| NAV (Aug 01, 2025) | ₹37.09 |
| 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... | -2.54% | -4.59% | 4.18% | 8.88% | 8.79% | 19.72% |
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)
2.47 Lakhs ₹
Min investment of ₹300 required
