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Sundaram Services Fund Regular-Growth

Equity
Thematic-Other
₹1.36% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
  • Rating
    Not Rated
  • Minimum Investment
    ₹100
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹5000 Cr
  • Created on
    5 Sep 2018
Fund Ranking
#12
/ 22 in Thematic-Other
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    6.5%
  • 1 Year
    -1.5%
  • 3 Year (CAGR)
    11.7%
  • All Time (CAGR)
    16.8%
Category Return
  • 6 Month
    4.2%
  • 1 Year
    -0.1%
  • 3 Year (CAGR)
    13.1%
  • All Time (CAGR)
    14.5%
Asset Allocation
  • Equity
    96.9%
  • Debt
    1.9%
  • Other
    1.2%
Top 5 Holdings
Top 5 Sectors
  • Apollo Hospitals Enterprise
    2.69%
  • HDFC Bank
    2.40%
  • ICICI Bank
    2.85%
  • Infosys
    0.24%
  • Kotak Mahindra Bank
    2.71%
Fund Information
  • Expense Ratio
    1.94%
  • Exit Load
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
  • Lock-In Period
    No Lock-In

Managed By

Ravi Gopalakrishnan
May 2022 - Present
Rohit Seksaria
Aug 2018 - Present
Bharath S
July 2024 - Present
Pathanjali Srinivasan
July 2024 - Present
Shalav Saket
Dec 2025 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.43
  • Standard Deviation
    15.50
  • Alpha
    2.56
  • Beta
    0.93