Sundaram Services Fund Regular Plan - Growth
Expense Ratio: 1.86
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Services Sector TRI
Inception: 29-08-2018
Exit Load: Nil
Fund Size:₹4,795.84 Cr
Performance
1Y
Fund2.61%
Cat. Avg.N/A
2Y
Fund7.89%
Cat. Avg.N/A
3Y
Fund14.79%
Cat. Avg.N/A
5Y
Fund14.70%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund17.98%
Cat. Avg.N/A
Fund Facts
Beta
1
Std Dev
12.50%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Ltd | 279.98 | 6.75% |
| 2 | HDFC Bank Ltd | 260.10 | 6.27% |
| 3 | Axis Bank Ltd | 211.79 | 5.11% |
| 4 | Reliance Industries Ltd | 205.92 | 4.97% |
| 5 | Zomato Ltd | 196.85 | 4.75% |
| 6 | Adani Ports and Special Economic Zone Ltd | 143.08 | 3.45% |
| 7 | Apollo Hospitals Enterprise Ltd | 122.07 | 2.94% |
| 8 | ICICI Bank Ltd | 118.54 | 2.86% |
| 9 | Shriram Finance Ltd | 112.21 | 2.71% |
| 10 | Bajaj Finserv Ltd | 110.61 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63138 | +5.2% | +11.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.3% | +8.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.10 L. | +16.8% | +10.8% |
| 5Y | 09 Aug, 21 | 3 L. | 4.19 L. | +39.7% | +13.7% |
| SI | 08 Oct, 18 | 4.70 L. | 9.41 L. | +100.1% | +17.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.03 L. | +2.6% | +2.6% |
| 2Y | 15 Jul, 24 | 1 L. | 1.16 L. | +16.2% | +7.8% |
| 3Y | 14 Jul, 23 | 1 L. | 1.51 L. | +51.3% | +14.8% |
| 5Y | 14 Jul, 21 | 1 L. | 1.99 L. | +98.5% | +14.7% |
| SI | 25 Sep, 18 | 1 L. | 3.63 L. | +263.5% | +18.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.