38065
18076
Sundaram Services Fund - Direct (G)
16.41
1.64
16.53
2.52
6.84
16.05
-1.27
19.23
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.15
16.53
Sundaram Services Fund - Direct (G)
2.02
15.1
1.19
3.5
5 Years
Sundaram Services Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
39.33
02 Jul 2026
-
1.13%
1 Day
-
16.41%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 1000
Min SIP -
₹ 100
Min Lumpsum -
0.73%
Expense Ratio -
4,718 Cr
Fund Size -
7 Years
Fund Age
Returns and Ranks ( as on 02 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 1.64%
- 16.41%
- 16.53%
- 19.23
- 6.94Alpha
- 4.35SD
- 1.01Beta
- 0.69Sharpe
- 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- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Services Fund - Direct (G) has delivered 23.03% since inception
The NAV of Sundaram Services Fund - Direct (G) is ₹33.2814 as of 02 Jul 2026
The expense ratio of Sundaram Services Fund - Direct (G) is 0.73 % as of 02 Jul 2026
The AUM of Sundaram Services Fund - Direct (G) 3358.02 CR as of 02 Jul 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 - 6.09%
- HDFC Bank - 5.61%
- Axis Bank - 4.97%
- Eternal - 4.76%
- Reliance Industr - 4.53%
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%