Sundaram Services Fund - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
17.34%
Expense Ratio
0.74%
as of 01/04/2026
AUM
₹392.47 Cr
Qtr End: Dec 25
NAV
₹37.038
as of 17/04/2026
3Y Returns (CAGR)
17.34%
Expense Ratio
0.74%
as of 01/04/2026
AUM
₹392.47 Cr
Qtr End: Dec 25
NAV
₹37.038
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.39% | -16.44% | 23.77% |
| 6M | -5.63% | -10.95% | 17.82% |
| 1Y | 2.70% | 2.70% | 14.95% |
| 3Y | 61.55% | 17.34% | 13.54% |
| 5Y | 128.55% | 17.98% | 13.99% |
Scheme Details
- Launch Date
- 29/08/2018
- Fund Age
- 7.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 60.93% | 1.08% | ₹92.83 |
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| WhiteOak Capital Banking & Financial Services Fund - Direct - Growth | - | 0.68% | ₹37.68 |
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| ICICI Prudential US Bluechip Equity Fund - Direct - Growth | 16.60% | 1.14% | ₹1,573.3 |