38065
18076
Sundaram Services Fund - Direct (G)
20.46
11.82
20.82
-0.73
1.61
2.59
1.41
20.63
7
2.57
20.82
Sundaram Services Fund - Direct (G)
2.42
19.31
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    39.36

    08 Jan 2026

  • -1.04%

     1 Day

  • 20.46%

    3Y CAGR returns

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  • ₹ 1000

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.67%

    Expense Ratio
  • NA

    Rating
  • 4,769 Cr

    Fund Size
  • 7 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

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  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
to seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however, there can be no assurance that the investment objective of the Scheme will be realized.
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moderate
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High
  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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FAQs

You can invest in Sundaram Services Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Services Fund - Direct (G) in the search box.
  3. 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

  1. Bharti Airtel - 7.98%
  2. HDFC Bank - 6.94%
  3. Reliance Industr - 5.04%
  4. Axis Bank - 4.85%
  5. Eternal Ltd - 4.18%

The top sectors Sundaram Services Fund - Direct (G) has invested in are

  1. Banks - 23.9%
  2. Finance - 10.15%
  3. Telecom-Services - 9.31%
  4. IT-Software - 7.64%
  5. Healthcare Services - 6.01%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. 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

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