Sundaram Services Fund Direct Growth
Start investing with ₹100
-
NAV
39.36
08 Jan 2026
-
-1.04%
1 Day
-
20.46%
3Y CAGR returns
-
₹ 1000
Min SIP -
₹ 100
Min Lumpsum -
0.67%
Expense Ratio -
4,769 Cr
Fund Size -
7 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 08 Jan 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 11.82%
- 20.46%
- 20.82%
- 20.63
- 7.27Alpha
- 3.51SD
- 0.97Beta
- 1.10Sharpe
- Exit Load
- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,304
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,003
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 3,068
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,134
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,345
-
- Other
- FoFs Overseas
- AUM - ₹ 149
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 961
-
- Equity
- ELSS
- AUM - ₹ 23
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,450
-
- Equity
- ELSS
- AUM - ₹ 34
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 50,312
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,141
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,723
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 2,051
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 7,187
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
You can invest in Sundaram Services Fund - Direct (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Services Fund - Direct (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Sundaram Services Fund - Direct (G) has delivered 23.03% since inception
The NAV of Sundaram Services Fund - Direct (G) is ₹33.2814 as of 08 Jan 2026
The expense ratio of Sundaram Services Fund - Direct (G) is % as of 08 Jan 2026
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Sundaram Services Fund - Direct (G) 3358.02 CR as of 08 Jan 2026
The minimum SIP amount of Sundaram Services Fund - Direct (G) is 750
The top stock holdings of Sundaram Services Fund - Direct (G) are
- Bharti Airtel - 7.98%
- HDFC Bank - 6.94%
- Reliance Industr - 5.04%
- Axis Bank - 4.85%
- Eternal Ltd - 4.18%
The top sectors Sundaram Services Fund - Direct (G) has invested in are
- Banks - 23.9%
- Finance - 10.15%
- Telecom-Services - 9.31%
- IT-Software - 7.64%
- Healthcare Services - 6.01%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Sundaram Services Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Sundaram Services Fund - Direct (G) based on your investment objective and risk tolerance







