Scheme

Sundaram Services Fund Regular Plan - Growth

Sundaram Mutual Fund · Equity Scheme - Sectoral/ ThematicNAV 34.8511 on 02 Nov 20261Y -3.22%3Y 11.76%5Y 10.01%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
21 Sep 2018
Fund managers
Rohit Seksaria (since 29 Aug 2018), Shalav Saket (since 29 Aug 2018)
Benchmark
Nifty Services Sector TRI
AUM
1085 crore
Regular expense
1.6%
Direct expense
0.6%
Portfolio turnover
26.6
Minimum investment
₹ 100
SIP minimum
₹ 100
Exit load
Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Ni
Standard deviation
15%
Beta
1
Sharpe
0.6

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Eternal Ltd5.9%
Bharti Airtel Ltd5%
Axis Bank Ltd4.6%
Reliance Industries Ltd3.9%
Interglobe Aviation Ltd3.8%
Zone Ltd3.3%
Rate Gain Travel Technologies Ltd3%
Kotak Mahindra Bank Ltd2.8%
Apollo Hospitals Enterprise Ltd2.8%
ICICI Bank Ltd2.7%