Sundaram Services Direct Growth
3Y Annualised
23.40%
-0.73% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.79%
-0.73% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 4 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹4428.77 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment Nil. Load structure is indicated as a percentage of applicable NAV.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
3rd
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
5th
HDFC Transportation and Logistics Fund Direct Growth
481st
Sundaram Services Direct Growth
Fund Managers
About Sundaram Services Direct Growth
Sundaram Services Direct Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 6 years, having been launched on 2018-09-21. Sundaram Services Direct Growth has ₹4428.77 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Sundaram Services Direct Growth as of Fri Jul 18 2025 is ₹38.2067. The fund has an expense ratio of 0.75%, which is medium comparable to most other Equity funds.
Sundaram Services Direct Growth returns for the last 1 year are 13.26%. Since launch, it has delivered 21.71% average annual returns.
The Sundaram Services Direct Growth has the majority of its money invested in Communication Services, Financial Services, Energy, Consumer Cyclical, Industrials, Healthcare sectors.
Top 5 Holdings of Sundaram Services Direct Growth.
- Bharti Airtel Ltd: 8.22%
- HDFC Bank Ltd: 7.32%
- Reliance Industries Ltd: 5.19%
- Eternal Ltd: 3.91%
- Axis Bank Ltd: 3.64%
AMC Information
Name | Sundaram Asset Management Company Ltd |
---|---|
Founding Date | 2018-09-21 |
rahulm@sundarammutual.com | |
Phone | +91 44 28583362/3367 |
Website | www.sundarammutual.com |
Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Services Direct Growth
Short Term Gains | 20% + applicable Surcharge + 4% Cess |
---|---|
Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd

AllocationAggressive Allocation
3Y CAGR
16.49%
expense ratio
0.70%
fund size
₹6428.51 Cr

Fixed IncomeUltra Short Duration
3Y CAGR
7.46%
expense ratio
0.23%
fund size
₹2367.80 Cr

EquityFocused Fund
3Y CAGR
18.42%
expense ratio
1.30%
fund size
₹1112.64 Cr

Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹468.41 Cr

Fixed IncomeBanking & PSU
3Y CAGR
7.53%
expense ratio
0.41%
fund size
₹468.41 Cr
FAQs
What is the current NAV of Sundaram Services Direct Growth?

What are the average returns of Sundaram Services Direct Growth?

How do I invest in Sundaram Services Direct Growth?

What is the expense ratio of Sundaram Services Direct Growth?

What are net assets under management (AUM) of Sundaram Services Direct Growth?

What is the PE and PB ratio of Sundaram Services Direct Growth?

What are the top 5 holdings of Sundaram Services Direct Growth?

What are the top 3 sectors that Sundaram Services Direct Growth has invested in?

Who is the manager of Sundaram Services Direct Growth?

What is the exit load of Sundaram Services Direct Growth?

How to Redeem Sundaram Services Direct Growth?

Can I invest in SIP and a Lump Sum of Sundaram Services Direct Growth?
