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Mutual Funds

Sundaram Services Fund

Su

Sundaram Services Fund

Thematic-OtherRank #26
Not Rated

NAV (2026-07-13)

36.59

AUM

₹4,933.98 Cr

Exp. Ratio: 1.91%

RISK LEVEL

Very High

Returns & Performance

1 Year3.43%1.10% vs cat avgRank #22
3 Year15.23%0.68% vs cat avgRank #12
5 Year14.91%1.54% vs cat avgRank #6
Since Launch18.06%--

Fund vs Category Average

1Y
3.43%+1.10%
3Y
15.23%+0.68%
5Y
14.91%+1.54%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

Higher expense ratio (1.91%)
1Y category rank outside top 15 (#22)
Overall rank #26 in category
ISININF903JA1EX7
NAV₹36.59
NAV Date2026-07-13
AUM₹4,933.98 Cr
Expense Ratio1.91%
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.

Top Holdings

Holdings data not available for this scheme