Sundaram Services Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
16.38%
Expense Ratio
0.80%
as of 01/07/2026
AUM
₹384.6 Cr
Qtr End: Mar 26
NAV
₹39.966
as of 17/07/2026
3Y Returns (CAGR)
16.38%
Expense Ratio
0.80%
as of 01/07/2026
AUM
₹384.6 Cr
Qtr End: Mar 26
NAV
₹39.966
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.27% | 37.39% | 13.88% |
| 6M | 3.17% | 6.44% | 19.16% |
| 1Y | 3.19% | 3.19% | 15.25% |
| 3Y | 57.62% | 16.38% | 13.99% |
| 5Y | 103.80% | 15.30% | 14.11% |
Scheme Details
- Launch Date
- 29/08/2018
- Fund Age
- 7.9 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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