
Sundaram Services Fund(G)-Direct Plan
+10.65%
5Y annualised
+10.65%
5Y annualised
+0.70% 1D
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Buy, Hold or Sell?
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NAV : 26 Oct 2026
₹37.21
Min. SIP amount
₹100
Fund size (AUM)
4999 Cr
Expense ratio
0.73%
Launched on
21 Sep 2018
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 26 Oct 2026
₹37.21
Min. SIP amount
₹100
Fund size (AUM)
4999 Cr
Expense ratio
0.73%
Launched on
21 Sep 2018
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
49.38%
Mid Cap
16.14%
Small Cap
29.06%
Others
5.33%
Sector Allocation
Bank
16.98%
Finance
15.42%
It
14.85%
Telecom
8.02%
Healthcare
7.06%
Retailing
6.10%
Logistics
5.02%
Aviation
4.17%
Others
22.36%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Seksaria
Present
Shalav Saket
Present
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FAQs
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