RB
Rahul BaijalFund Manager Since 21 Sept 2018
EquityEquity - Other
Sundaram Services Regular Growth
3Y Annualised
15.96%
-0.75% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
10.57%
-0.75% 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 8 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4146.35 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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged.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
Mirae Asset BSE India Defence ETF
25.16%
2nd
Groww Nifty India Defence ETF
24.36%
3rd
Motilal Oswal Nifty India Defence ETF
24.35%
4th
Groww Nifty India Defence ETF FoF Direct Growth
23.85%
5th
Groww Nifty India Defence ETF FoF Direct Reinvestment Inc Dist cum Cap Wdrl
23.85%
472nd
Sundaram Services Regular Growth
10.57%
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 7 years, having been launched on 2018-09-21. Sundaram Services Regular Growth has ₹4146.35 Cr worth of assets under management (AUM) as of Fri May 01 2026. The latest Net Asset Value (NAV) of Sundaram Services Regular Growth as of Thu Apr 30 2026 is ₹33.4628. The fund has an expense ratio of 1.88%, which is medium comparable to most other Equity funds.
Sundaram Services Regular Growth returns for the last 1 year are 1.47%. Since launch, it has delivered 17.21% average annual returns.
The Sundaram Services Regular 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 Regular Growth.
- Bharti Airtel Ltd: 6.75%
- HDFC Bank Ltd: 6.27%
- Axis Bank Ltd: 5.11%
- Reliance Industries Ltd: 4.97%
- Eternal Ltd: 4.75%
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 |
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expense ratio
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Sundaram Banking & PSU Fund Growth
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Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.88%
expense ratio
0.44%
fund size
₹272.43 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
