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Sundaram Services Fund(G)-Direct Plan

Sundaram Services Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+13.03%

5Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,54,251

Stock Allocation

Stock nameSectorAllocation
Eternal Ltd (Previously Zomato Ltd)Retailing5.94%
Bharti Airtel LtdTelecom4.95%
Axis Bank LtdBank4.61%

Fund Composition

5262 Cr

Large Cap

48.20%

Mid Cap

17.18%

Small Cap

28.86%

Others

5.76%

Sector Allocation

5262 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

RS

Rohit Seksaria

Present

SS

Shalav Saket

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.32%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
I

ICICI Pru US Bluechip Equity Fund(G)-Direct Plan

+16.23%

FAQs

Sundaram Services Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 21 Sep 2018. This fund is managed by Rohit Seksaria and Shalav Saket. It is a Equity type of fund.

The current NAV of Sundaram Services Fund(G)-Direct Plan is ₹39.60 (as of 17 Sep 2026).

Sundaram Services Fund(G)-Direct Plan has delivered 2.69% in 1 year, 13.09% in 3 years, and 13.03% in 5 years (annualised).

The minimum SIP amount for Sundaram Services Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Services Fund(G)-Direct Plan is 0.73%.

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