January 24, 2026
RA Jainee
Sundaram Services Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 38.00 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 24.35 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Services Sector TRI |
| AUM Rs. | 4,809 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.67% |
| 1 Year Return (%) | 12.39 |
| 3 Year Return (%) | 19.19 |
| 5 Year Return (%) | 20.21 |
| 10 Year Return (%) | — |
| Return Since Launch | 19.94% |
⚖️ Sahifund Review – Sundaram Services Fund ✔
PLUS: Stability, track record, cost efficiency
X
MINUS: Large AUM, large-cap bias, momentum lag
X
Sahifund View (Decisive Line):
X
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Fund Manager:
1) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Services Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 21-Sep-18 |
| Return Since Launch | 19.94% |
| Benchmark | NIFTY Services Sector TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 4,809 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.67% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 36.90% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Services Dir | -3.45 | 0.40 | -3.29 | -3.18 | -1.29 | 12.39 | 19.19 | 20.21 | 20.40 | — |
| BSE 500 TRI | -3.60 | 0.76 | -3.57 | -3.05 | -0.95 | 8.48 | 15.19 | 15.27 | 15.35 | — |
Peer Comparison of Sundaram Services Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Services Dir | Unrated | 11.80 | 19.06 | 19.86 | 0.67 | 4,809 | 19.88 | 1.00 (365) | 7Y 4M | 36.90 |
| ICICI Pru India Opportunities Dir | Unrated | 14.38 | 23.52 | 27.08 | 0.66 | 34,779 | 21.99 | 1.00 (365) | 7Y | 64.00 |
| Franklin India Opportunities Dir | Unrated | 6.48 | 30.01 | 21.43 | 0.54 | 8,380 | 17.54 | 1.00 (365) | 13Y | 50.86 |
| HDFC Defence Dir | Unrated | 19.80 | — | — | 0.80 | 7,391 | 38.44 | 1.00 (365) | 2Y 7M | 14.18 |
| ICICI Pru Eqt Minimum Variance Fund Dir | Unrated | 12.58 | — | — | 0.76 | 3,843 | 8.11 | 1.00 (360) | 1Y 1M | 79.00 |
Portfolio Analysis of Sundaram Services Fund
| No. of Stocks | 53 |
| Top 10 Stocks | 43.22% |
| Top 5 Stocks | 28.56% |
| Top 3 Sectors | 73.66% |
| Portfolio P/B Ratio | 3.40 |
| Portfolio P/E Ratio | 27.53 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,31,449 | 1,43,662 |
| Giant (%) | — | — |
| Large (%) | 54.90 | 52.58 |
| Mid (%) | 15.61 | 29.65 |
| Small (%) | 29.49 | 20.14 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status