Sundaram Services Fund
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.
Growthvine rating: 5/5 — ranked #10 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹34.12 (as of 2026-10-22) |
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| AUM | ₹4,999 Cr |
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| Expense ratio | 1.60% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 10.85% |
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| Sharpe ratio | 0.43 |
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| Standard deviation | 15.50% |
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| Max drawdown | −39.68% |
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| Alpha | 2.76 |
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| Beta | 0.93 |
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Over 5 years, captured 98.8% of Nifty 500's upside and 89.1% of its downside.
Market cap allocation
| Large cap | 53.1% |
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| Mid cap | 14.5% |
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| Small cap | 32.3% |
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Concentration
| Top 5 holdings | 23.8% |
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| Top 10 holdings | 38.8% |
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| Total holdings | 56 |
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Top holdings
- Eternal Limited — 6.1%
- Bharti Airtel Ltd. — 5.1%
- AXIS Bank Ltd. — 4.6%
- InterGlobe Aviation Limited — 4.2%
- Adani Ports and Special Economic Zone Ltd — 3.9%
- Reliance Industries Ltd — 3.8%
- RateGain Travel Technologies Limited — 2.9%
- ICICI Bank Ltd. — 2.8%
- Kotak Mahindra Bank Ltd. — 2.7%
- Apollo Hospitals Enterprises Ltd. — 2.7%
Top sectors
- Banking & Financial — 19.4%
- Finance & Investments — 14.0%
- Retail — 9.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −5.7% | Q2 | #71 of 167 |
| 2025 | 10.6% | Q1 (Top) | #20 of 132 |
| 2024 | 17.9% | Q3 | #58 of 86 |
| 2023 | 28.1% | Q3 | #36 of 66 |
| 2022 | 3.2% | Q2 | #27 of 55 |