Sundaram Services Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
14.60%
Expense Ratio
0.85%
as of 01/08/2026
AUM
₹388.73 Cr
Qtr End: Jun 26
NAV
₹40.154
as of 02/09/2026
3Y Returns (CAGR)
14.60%
Expense Ratio
0.85%
as of 01/08/2026
AUM
₹388.73 Cr
Qtr End: Jun 26
NAV
₹40.154
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.98% | 41.06% | 13.09% |
| 6M | 12.45% | 26.45% | 18.34% |
| 1Y | 6.52% | 6.52% | 15.36% |
| 3Y | 50.51% | 14.60% | 14.12% |
| 5Y | 87.76% | 13.43% | 14.13% |
Scheme Details
- Launch Date
- 29/08/2018
- Fund Age
- 8 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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