Sundaram Services Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹5,137.34 Cr
Expense Ratio
1.60%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
21 Sep 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.88% | -- |
| 3 Months | +9.22% | -- |
| 6 Months | +11.78% | -- |
| 1 Year | +3.78% | +3.78% |
| 2 Years | -- | +4.69% |
| 3 Years | +44.15% | +12.96% |
| 5 Years | +79.21% | +12.38% |
| Since Launch | +264.81% | +17.63% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 288.33 | 5.61 |
| Bharti Airtel | 283.73 | 5.52 |
| AXIS Bank Ltd | 224.23 | 4.36 |
| Reliance Industries | 211.38 | 4.11 |
| Adani Ports and Special Economic Zone | 184.94 | 3.60 |
| InterGlobe Aviation Ltd | 181.41 | 3.53 |
| RateGain Travel Technologies Ltd | 156.40 | 3.04 |
| Apollo Hospitals Enterprise | 147.38 | 2.87 |
| Bajaj Finserv | 143.31 | 2.79 |
| ICICI Bank | 141.10 | 2.75 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.58
Sharpe Ratio
14.99%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Transportation & Logistics Fund Regular Plan Growth | +1.67% | +17.44% | +19.68% |
| ICICI Prudential Commodities Fund Regular Growth | +10.31% | +13.94% | +13.61% |
| Sundaram Services Regular Growth | +3.78% | +12.96% | +12.38% |
| Axis India Manufacturing Fund Regular Growth | +15.97% | -- | -- |
| SBI Innovative Opportunities Fund Regular Growth | +7.68% | -- | -- |
Results are calculated on CAGR basis
About Fund
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. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc.
The Sundaram Services Regular Growth has an AUM of 5137.34 crores & has delivered CAGR of 12.38 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.60%. The minimum investment in Sundaram Services Regular Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Bharti Airtel, AXIS Bank Ltd, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming, Computer Services.
Some of the similar funds are UTI Transportation & Logistics Fund Regular Plan Growth, ICICI Prudential Commodities Fund Regular Growth, Sundaram Services Regular Growth, Axis India Manufacturing Fund Regular Growth, SBI Innovative Opportunities Fund Regular Growth. Sundaram Services Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 14.99%.
FAQs
According to the morning star rating Sundaram Services Regular Growth has a Medium risk & High return.
Sundaram Services Regular Growth is managed by Rohit Seksaria,Shalav Saket.
The expense ratio of Sundaram Services Regular Growth is 1.60%.
The 5 year annualized return on Sundaram Services Regular Growth is 12.38% & it has generated 3.78% in the last 1 year.
The minimum investment in Sundaram Services Regular Growth is 100 Rs.
Sundaram Services Regular Growth has an AUM of 5137.34 crores.
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