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Fund Overview

Fund Size

Fund Size

₹3,551 Cr

Expense Ratio

Expense Ratio

0.88%

ISIN

ISIN

INF903JA1FA2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

21 Sep 2018

About this fund

Sundaram Services Fund Direct Growth is a Equity - Other mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 6 years, 6 months and 7 days, having been launched on 21-Sep-18.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹33.66, Assets Under Management (AUM) of 3551.43 Crores, and an expense ratio of 0.88%.
  • Sundaram Services Fund Direct Growth has given a CAGR return of 20.34% since inception.
  • The fund's asset allocation comprises around 95.10% in equities, 0.82% in debts, and 4.08% in cash & cash equivalents.
  • You can start investing in Sundaram Services Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.07%

(Cat Avg.)

3 Years

+16.38%

(Cat Avg.)

5 Years

+28.97%

(Cat Avg.)

Since Inception

+20.34%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity3,377.43 Cr95.10%
Debt28.99 Cr0.82%
Others145.02 Cr4.08%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity255.61 Cr7.20%
Bharti Airtel LtdEquity199.86 Cr5.63%
Reliance Industries LtdEquity183.89 Cr5.18%
Zomato LtdEquity120.48 Cr3.39%
Axis Bank LtdEquity119.74 Cr3.37%
TrepsCash - Repurchase Agreement118.45 Cr3.34%
Adani Ports & Special Economic Zone LtdEquity116.57 Cr3.28%
ICICI Bank LtdEquity102.33 Cr2.88%
Bajaj Finance LtdEquity100.41 Cr2.83%
Bharti Hexacom LtdEquity99.78 Cr2.81%
Apollo Hospitals Enterprise LtdEquity99.59 Cr2.80%
ICICI Prudential Life Insurance Co LtdEquity99.06 Cr2.79%
IndusInd Bank LtdEquity91.45 Cr2.58%
Shriram Finance LtdEquity88.2 Cr2.48%
Titan Co LtdEquity84.89 Cr2.39%
Cholamandalam Financial Holdings LtdEquity78.26 Cr2.20%
Indus Towers Ltd Ordinary SharesEquity78.21 Cr2.20%
Sundaram Money Market Dir GrMutual Fund - Open End75.04 Cr2.11%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity71.61 Cr2.02%
Cash And Other Net Current Assets^Cash-67.57 Cr1.90%
Affle India LtdEquity67.02 Cr1.89%
Phoenix Mills LtdEquity67.01 Cr1.89%
Aster DM Healthcare Ltd Ordinary SharesEquity66.08 Cr1.86%
PNB Housing Finance LtdEquity65.88 Cr1.86%
REC LtdEquity61.78 Cr1.74%
Info Edge (India) LtdEquity57.61 Cr1.62%
Chalet Hotels LtdEquity53.97 Cr1.52%
Equitas Small Finance Bank Ltd Ordinary SharesEquity51.87 Cr1.46%
Rategain Travel Technologies LtdEquity51.46 Cr1.45%
LTIMindtree LtdEquity50.89 Cr1.43%
Westlife Foodworld LtdEquity48.98 Cr1.38%
Sapphire Foods India LtdEquity47.82 Cr1.35%
AAVAS Financiers LtdEquity44.81 Cr1.26%
CSB Bank Ltd Ordinary SharesEquity44.14 Cr1.24%
Infosys LtdEquity44.04 Cr1.24%
Angel One Ltd March 2025Equity - Future43.7 Cr1.23%
Fortis Healthcare LtdEquity41.06 Cr1.16%
Tech Mahindra LtdEquity41.04 Cr1.16%
Multi Commodity Exchange of India LtdEquity40.06 Cr1.13%
PVR INOX LtdEquity38.46 Cr1.08%
R Systems International LtdEquity34.81 Cr0.98%
MakeMyTrip LtdEquity31.83 Cr0.90%
Medi Assist Healthcare Services LtdEquity30.43 Cr0.86%
Delhivery LtdEquity29.8 Cr0.84%
364 Days Tbill 2025Bond - Gov't/Treasury28.99 Cr0.82%
SIS Ltd Ordinary SharesEquity28.71 Cr0.81%
Swiggy LtdEquity24.8 Cr0.70%
Transport Corp of India LtdEquity22.32 Cr0.63%
Senco Gold LtdEquity22.21 Cr0.63%
Metropolis Healthcare LtdEquity22.11 Cr0.62%
Coforge LtdEquity22.05 Cr0.62%
Prudent Corporate Advisory Services LtdEquity21.51 Cr0.61%
InterGlobe Aviation LtdEquity20.1 Cr0.57%
UTI Asset Management Co LtdEquity19.1 Cr0.54%
Page Industries Limited March 2025Equity - Future16.56 Cr0.47%
364 DTBBond - Gov't/Treasury9.89 Cr0.28%
Margin Money For DerivativesCash - Collateral9.2 Cr0.26%
CreditAccess Grameen Ltd Ordinary SharesEquity8.47 Cr0.24%
Page Industries LtdEquity4.99 Cr0.14%
Angel One Ltd Ordinary SharesEquity0.03 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

52.08%

Mid Cap Stocks

11.99%

Small Cap Stocks

28.44%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,364.31 Cr38.42%
Communication Services540.93 Cr15.23%
Consumer Cyclical439.97 Cr12.39%
Healthcare259.26 Cr7.30%
Technology244.3 Cr6.88%
Industrials217.49 Cr6.12%
Energy183.89 Cr5.18%
Real Estate67.01 Cr1.89%

Risk & Performance Ratios

Standard Deviation

This fund

13.75%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.70

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SB

S. Bharath

Since July 2024

Rohit Seksaria

Rohit Seksaria

Since September 2018

PS

Pathanjali Srinivasan

Since July 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF903JA1FA2
Expense Ratio
0.88%
Exit Load
1.00%
Fund Size
₹3,551 Cr
Age
6 years 6 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Services Sector TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram Services Fund Direct Growth, as of 27-Mar-2025, is ₹33.66.
The fund has generated 13.07% over the last 1 year and 16.38% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.10% in equities, 0.82% in bonds, and 4.08% in cash and cash equivalents.
The fund managers responsible for Sundaram Services Fund Direct Growth are:-
  1. S. Bharath
  2. Rohit Seksaria
  3. Pathanjali Srinivasan

Fund Overview

Fund Size

Fund Size

₹3,551 Cr

Expense Ratio

Expense Ratio

0.88%

ISIN

ISIN

INF903JA1FA2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

21 Sep 2018

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram Services Fund Direct Growth is a Equity - Other mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 6 years, 6 months and 7 days, having been launched on 21-Sep-18.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹33.66, Assets Under Management (AUM) of 3551.43 Crores, and an expense ratio of 0.88%.
  • Sundaram Services Fund Direct Growth has given a CAGR return of 20.34% since inception.
  • The fund's asset allocation comprises around 95.10% in equities, 0.82% in debts, and 4.08% in cash & cash equivalents.
  • You can start investing in Sundaram Services Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.07%

(Cat Avg.)

3 Years

+16.38%

(Cat Avg.)

5 Years

+28.97%

(Cat Avg.)

Since Inception

+20.34%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity3,377.43 Cr95.10%
Debt28.99 Cr0.82%
Others145.02 Cr4.08%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity255.61 Cr7.20%
Bharti Airtel LtdEquity199.86 Cr5.63%
Reliance Industries LtdEquity183.89 Cr5.18%
Zomato LtdEquity120.48 Cr3.39%
Axis Bank LtdEquity119.74 Cr3.37%
TrepsCash - Repurchase Agreement118.45 Cr3.34%
Adani Ports & Special Economic Zone LtdEquity116.57 Cr3.28%
ICICI Bank LtdEquity102.33 Cr2.88%
Bajaj Finance LtdEquity100.41 Cr2.83%
Bharti Hexacom LtdEquity99.78 Cr2.81%
Apollo Hospitals Enterprise LtdEquity99.59 Cr2.80%
ICICI Prudential Life Insurance Co LtdEquity99.06 Cr2.79%
IndusInd Bank LtdEquity91.45 Cr2.58%
Shriram Finance LtdEquity88.2 Cr2.48%
Titan Co LtdEquity84.89 Cr2.39%
Cholamandalam Financial Holdings LtdEquity78.26 Cr2.20%
Indus Towers Ltd Ordinary SharesEquity78.21 Cr2.20%
Sundaram Money Market Dir GrMutual Fund - Open End75.04 Cr2.11%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity71.61 Cr2.02%
Cash And Other Net Current Assets^Cash-67.57 Cr1.90%
Affle India LtdEquity67.02 Cr1.89%
Phoenix Mills LtdEquity67.01 Cr1.89%
Aster DM Healthcare Ltd Ordinary SharesEquity66.08 Cr1.86%
PNB Housing Finance LtdEquity65.88 Cr1.86%
REC LtdEquity61.78 Cr1.74%
Info Edge (India) LtdEquity57.61 Cr1.62%
Chalet Hotels LtdEquity53.97 Cr1.52%
Equitas Small Finance Bank Ltd Ordinary SharesEquity51.87 Cr1.46%
Rategain Travel Technologies LtdEquity51.46 Cr1.45%
LTIMindtree LtdEquity50.89 Cr1.43%
Westlife Foodworld LtdEquity48.98 Cr1.38%
Sapphire Foods India LtdEquity47.82 Cr1.35%
AAVAS Financiers LtdEquity44.81 Cr1.26%
CSB Bank Ltd Ordinary SharesEquity44.14 Cr1.24%
Infosys LtdEquity44.04 Cr1.24%
Angel One Ltd March 2025Equity - Future43.7 Cr1.23%
Fortis Healthcare LtdEquity41.06 Cr1.16%
Tech Mahindra LtdEquity41.04 Cr1.16%
Multi Commodity Exchange of India LtdEquity40.06 Cr1.13%
PVR INOX LtdEquity38.46 Cr1.08%
R Systems International LtdEquity34.81 Cr0.98%
MakeMyTrip LtdEquity31.83 Cr0.90%
Medi Assist Healthcare Services LtdEquity30.43 Cr0.86%
Delhivery LtdEquity29.8 Cr0.84%
364 Days Tbill 2025Bond - Gov't/Treasury28.99 Cr0.82%
SIS Ltd Ordinary SharesEquity28.71 Cr0.81%
Swiggy LtdEquity24.8 Cr0.70%
Transport Corp of India LtdEquity22.32 Cr0.63%
Senco Gold LtdEquity22.21 Cr0.63%
Metropolis Healthcare LtdEquity22.11 Cr0.62%
Coforge LtdEquity22.05 Cr0.62%
Prudent Corporate Advisory Services LtdEquity21.51 Cr0.61%
InterGlobe Aviation LtdEquity20.1 Cr0.57%
UTI Asset Management Co LtdEquity19.1 Cr0.54%
Page Industries Limited March 2025Equity - Future16.56 Cr0.47%
364 DTBBond - Gov't/Treasury9.89 Cr0.28%
Margin Money For DerivativesCash - Collateral9.2 Cr0.26%
CreditAccess Grameen Ltd Ordinary SharesEquity8.47 Cr0.24%
Page Industries LtdEquity4.99 Cr0.14%
Angel One Ltd Ordinary SharesEquity0.03 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

52.08%

Mid Cap Stocks

11.99%

Small Cap Stocks

28.44%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,364.31 Cr38.42%
Communication Services540.93 Cr15.23%
Consumer Cyclical439.97 Cr12.39%
Healthcare259.26 Cr7.30%
Technology244.3 Cr6.88%
Industrials217.49 Cr6.12%
Energy183.89 Cr5.18%
Real Estate67.01 Cr1.89%

Risk & Performance Ratios

Standard Deviation

This fund

13.75%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.70

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SB

S. Bharath

Since July 2024

Rohit Seksaria

Rohit Seksaria

Since September 2018

PS

Pathanjali Srinivasan

Since July 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF903JA1FA2
Expense Ratio
0.88%
Exit Load
1.00%
Fund Size
₹3,551 Cr
Age
6 years 6 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Services Sector TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

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The NAV of Sundaram Services Fund Direct Growth, as of 27-Mar-2025, is ₹33.66.
The fund has generated 13.07% over the last 1 year and 16.38% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 95.10% in equities, 0.82% in bonds, and 4.08% in cash and cash equivalents.
The fund managers responsible for Sundaram Services Fund Direct Growth are:-
  1. S. Bharath
  2. Rohit Seksaria
  3. Pathanjali Srinivasan
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