Sundaram Services Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

35.17 -0.04 (-0.11%) NAV as on 06 Feb, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)4808.86
CAGR 8.69%
Exit Load1.00%
Expense ratio1.86%
CategoryEquity
Min Investment100
Min SIP250
Launch Date2018-09-21

Asset Allocation

Holdings As On - 10 February 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Bharti Airtel
381.48
7.93%

HDFC Bank
325.64
6.77%

Reliance Industries
240.64
5.00%

AXIS Bank Ltd
229.51
4.77%

Eternal
196.06
4.08%

Shriram Finance
141.46
2.94%

Bajaj Finserv
138.28
2.88%

Info Edge (India)
133.15
2.77%

ICICI Bank
132.01
2.75%

Peer Comparison

Fund Name
UTI Transportation & Logistics Fund Regular Plan Growth18.28%
Sundaram Services Regular Growth8.69%
SBI Automotive Opportunities Fund Regular Growth20.64%
Axis India Manufacturing Fund Regular Growth11.47%
ICICI Prudential Equity Minimum Variance Fund Regular Growth12.33%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.94
Std Deviation 12.15%
Tracking Error 0.00%

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 4808.86 crores & has delivered CAGR of 17.85% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.86%. 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 & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, HDFC Bank, Reliance Industries & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, SBI Automotive Opportunities Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, ICICI Prudential Equity Minimum Variance Fund Regular Growth. Sundaram Services Regular Growth has a sharpe ratio of 0.94 & a standard deviation of 12.15%.