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 #4 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹34.63 (as of 2026-10-01) |
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| AUM | ₹5,262 Cr |
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| Expense ratio | 1.59% |
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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 | 0.61 |
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| Standard deviation | 14.99% |
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| Max drawdown | −39.68% |
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| Alpha | 2.76 |
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| Beta | 0.92 |
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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 | 52.6% |
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| Mid cap | 15.8% |
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| Small cap | 31.6% |
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Concentration
| Top 5 holdings | 23.2% |
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| Top 10 holdings | 37.9% |
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| Total holdings | 54 |
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Top holdings
- Eternal Limited — 5.9%
- Bharti Airtel Ltd. — 4.9%
- AXIS Bank Ltd. — 4.6%
- Reliance Industries Ltd — 3.9%
- InterGlobe Aviation Limited — 3.8%
- Adani Ports and Special Economic Zone Ltd — 3.3%
- RateGain Travel Technologies Limited — 3.0%
- TREPS — 2.9%
- Kotak Mahindra Bank Ltd. — 2.8%
- Apollo Hospitals Enterprises Ltd. — 2.8%
Top sectors
- Banking & Financial — 19.0%
- Finance & Investments — 14.1%
- Retail — 9.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −4.3% | Q3 | #93 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 |