RB
Rahul BaijalFund Manager Since 21 Sept 2018
EquityEquity - Other
Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal
3Y Annualised
19.73%
7.67% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.66%
7.67% 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
3 years 10 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4768.65 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If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged.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 S&P BSE Low Volatility ETF
9.26%
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
3rd
Sundaram Services Direct Reinvestment of Income Distribution cum Capital Withdrawal
6.70%
4th
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal
6.70%
5th
Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal
6.66%
Fund Managers
RS
Rohit SeksariaFund Manager Since 21 Sept 2018
About Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal
Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal 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 Reinvestment of Income Distribution cum Capital Withdrawal has ₹4768.65 Cr worth of assets under management (AUM) as of Mon Dec 15 2025. The latest Net Asset Value (NAV) of Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal as of Fri Dec 12 2025 is ₹24.76. The fund has an expense ratio of 1.87%, which is medium comparable to most other Equity funds.
Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal returns for the last 1 year are 13.89%. Since launch, it has delivered 20.21% average annual returns.
The Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal has the majority of its money invested in Communication Services, Financial Services, Energy, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Sundaram Services Regular Reinvestment of Income Distribution cum Capital Withdrawal.
- Bharti Airtel Ltd: 7.98%
- HDFC Bank Ltd: 6.94%
- Reliance Industries Ltd: 5.04%
- Axis Bank Ltd: 4.85%
- Eternal Ltd: 4.18%
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 Reinvestment of Income Distribution cum Capital Withdrawal
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
