
Sundaram Services Fund(G)-Direct Plan
+13.03%
5Y annualised
+13.03%
5Y annualised
+0.51% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹39.60
Min. SIP amount
₹100
Fund size (AUM)
5262 Cr
Expense ratio
0.73%
Launched on
21 Sep 2018
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹39.60
Min. SIP amount
₹100
Fund size (AUM)
5262 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
48.20%
Mid Cap
17.18%
Small Cap
28.86%
Others
5.76%
Sector Allocation
Bank
16.48%
Finance
15.88%
It
15.79%
Telecom
7.93%
Healthcare
6.91%
Retailing
5.94%
Logistics
4.46%
Crude Oil
3.92%
Others
22.67%
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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