August 14, 2025
RA Jainee
Sundaram Services Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 37.3013
NAV IDCW: Rs 25.6016
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 | 21.02% |
| Benchmark | NIFTY Services Sector TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 4,367 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.73% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 61.30% |
Trailing Returns (%) of Sundaram Services Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Services Dir | 6.03 | 0.56 | -2.56 | 3.17 | 11.48 | 12.05 | 18.85 | 26.16 | — | — |
| BSE 500 TRI | 2.14 | 0.55 | -2.30 | 2.04 | 9.10 | 0.49 | 15.22 | 20.70 | — | — |
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 | 12.05 | 18.85 | 26.16 | 0.73 | 4,367 | 21.02 | 1.00 (365) | 6Y 10M | 61.30 |
| ICICI Pru India Opportunities Dir | Unrated | 5.53 | 24.09 | 31.56 | 0.63 | 29,718 | 22.66 | 1.00 (365) | 6Y 6M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 8.66 | 23.08 | — | 0.72 | 13,479 | 22.96 | 1.00 (30) | 4Y 6M | 31.00 |
| HDFC Manufacturing Dir | Unrated | -0.49 | — | — | 0.73 | 11,818 | 6.39 | 1.00 (30) | 1Y 2M | 26.19 |
| Franklin India Opportunities Dir | Unrated | 3.39 | 30.38 | 30.05 | 0.52 | 7,376 | 18.18 | 1.00 (365) | 12Y 7M | 56.93 |
Portfolio Analysis of Sundaram Services Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 43.44% |
| Top 5 Stocks | 28.93% |
| Top 3 Sectors | 66.15% |
| Portfolio P/B Ratio | 3.33 |
| Portfolio P/E Ratio | 26.91 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,32,589 | 1,32,089 |
| Giant (%) | 46.47 | 41.98 |
| Large (%) | 19.77 | 24.09 |
| Mid (%) | 18.14 | 27.65 |
| Small (%) | 15.63 | 9.93 |
| Tiny (%) | — | 0.79 |
Chanakya’s Mutual Fund Guidance For Sundaram Services Fund
WILL Post Soon
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