Sundaram Services Fund Regular-Growth
Equity
Thematic-Other
₹-0.04% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹5263 Cr
- Created on5 Sep 2018
Fund Ranking
#11
/ 19 in Thematic-Other
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month12.7%
- 1 Year1.8%
- 3 Year (CAGR)12.6%
- All Time (CAGR)17.2%
Category Return
- 6 Month12.1%
- 1 Year4.3%
- 3 Year (CAGR)13.7%
- All Time (CAGR)14.7%
Asset Allocation
- Equity96.4%
- Debt0.9%
- Other2.7%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise2.78%
- HDFC Bank2.28%
- ICICI Bank2.72%
- Infosys0.26%
- Kotak Mahindra Bank2.84%
Fund Information
- Expense Ratio1.94%
- Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
May 2022 - Present
Rohit Seksaria
Aug 2018 - Present
Bharath S
July 2024 - Present
Pathanjali Srinivasan
July 2024 - Present
Shalav Saket
Dec 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.61 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.99 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.76 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.92