RB
Rahul BaijalFund Manager Since 21 Sept 2018
EquityEquity - Other
Sundaram Services Regular Growth
3Y Annualised
17.54%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.36%
-0.04% 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)
This Fund
4 years 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹3745.64 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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged.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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty Capital Market ETF
14.81%
2nd
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
3rd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
4th
HDFC Defence Fund Direct Payout Inc Dist cum Cap Wdrl
6.50%
5th
HDFC Defence Fund Direct Reinvestment Inc Dist cum Cap Wdrl
6.50%
16th
Sundaram Services Regular Growth
6.36%
Fund Managers
RS
Rohit SeksariaFund Manager Since 21 Sept 2018
About Sundaram Services Regular Growth
Sundaram Services Regular 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 Regular Growth has ₹3745.64 Cr worth of assets under management (AUM) as of Sat Apr 26 2025. The latest Net Asset Value (NAV) of Sundaram Services Regular Growth as of Thu Apr 24 2025 is ₹33.3931. The fund has an expense ratio of 1.91%, which is medium comparable to most other Equity funds.
Sundaram Services Regular Growth returns for the last 1 year are 16.56%. Since launch, it has delivered 20.08% average annual returns.
The Sundaram Services Regular Growth has the majority of its money invested in Financial Services, Communication Services, Energy, Consumer Cyclical, Industrials, Healthcare sectors.
Top 5 Holdings of Sundaram Services Regular Growth.
- HDFC Bank Ltd: 7.90%
- Bharti Airtel Ltd: 5.89%
- Reliance Industries Ltd: 5.22%
- Eternal Ltd: 3.53%
- Axis Bank Ltd: 3.47%
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 Regular 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
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
14.26%
expense ratio
0.80%
fund size
₹5618.99 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.18%
expense ratio
0.24%
fund size
₹1723.33 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
13.93%
expense ratio
1.42%
fund size
₹1043.92 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹352.67 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.05%
expense ratio
0.42%
fund size
₹352.67 Cr
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