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Sundaram Services Fund
Thematic-OtherRank #30
Not Rated
NAV (2026-09-11)
₹36.52
AUM
₹5,262.21 Cr
Exp. Ratio: 1.94%
RISK LEVEL
Very High
Returns & Performance
1 Year3.75%2.00% vs cat avgRank #23
3 Year12.77%0.60% vs cat avgRank #11
5 Year12.38%0.04% vs cat avgRank #8
Since Launch17.63%2.88% vs cat avg
Fund vs Category Average
1Y
3.75%-2.00%
3Y
12.77%-0.60%
5Y
12.38%-0.04%
Pros & Cons
Pros
✔No lock-in period
✔Outperforms category avg since launch
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (1.94%)
✖1Y category rank outside top 15 (#23)
✖Overall rank #30 in category
ISININF903JA1EX7
NAV₹36.52
NAV Date2026-09-11
AUM₹5,262.21 Cr
Expense Ratio1.94%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Shalav Saket
MBA, B-Tech, CFA
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Services Fund is ₹36.52 as of 2026-09-11.
Sundaram Services Fund is classified as a Thematic-Other fund.
Sundaram Services Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Services Fund is ₹5,262.21 Cr.
The expense ratio of Sundaram Services Fund is 1.94%.
Sundaram Services Fund is managed by Shalav Saket.
The minimum SIP investment for Sundaram Services Fund is ₹100.
The exit load for Sundaram Services Fund is 1%.
As per the SEBI Riskometer, Sundaram Services Fund carries a Very High risk level.
Sundaram Services Fund has delivered 3.75% (1Y), 12.77% (3Y) and 12.38% (5Y) annualised returns as of 2026-09-11.
Sundaram Services Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
