Sundaram Services Fund Regular Plan - Growth
NAV as on 11-12-2025
₹ 35.782
₹
0.17
(
0.462%)
AUM as on 28-11-2025
4,765.94 Cr
Rtn (Since Inception)
19.29%
Sundaram Services Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Thematic-Others |
| Launch Date: | 21-09-2018 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Service Sector TRI |
| TER: | 1.86% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 4,765.94 Cr As on (28-11-2025) |
| Turn over: | 63 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Further, exit load will be waived on Intra-scheme and Inter scheme Switchouts/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Services Reg Gr | 21-09-2018 | 5.57 | 14.74 | 17.14 | 20.92 | 0.0 |
| ICICI Prudential Equity Minimum Variance Fund Gr | 09-12-2024 | 10.71 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 8.82 | 18.8 | 22.51 | 27.03 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 6.77 | 17.92 | 19.09 | 20.8 | 13.91 |
| SBI Equity Minimum Variance Fund Reg Gr | 02-03-2019 | 4.63 | 9.72 | 12.78 | 14.63 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 3.25 | 12.38 | 15.17 | 25.71 | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 1.7 | 12.2 | 16.13 | 0.0 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 1.6 | 13.75 | 15.35 | 17.84 | 17.19 |
| HDFC Defence Fund Gr | 02-06-2023 | 1.42 | 25.82 | 0.0 | 0.0 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | -0.71 | 20.13 | 27.41 | 23.52 | 17.0 |
Asset Allocation & Portfolio
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
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