Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Sundaram Services Fund Direct Plan - Growth

Sundaram Mutual Fund · Managed by Rohit Seksaria; Shalav Saket

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FundScore
Latest NAV
₹40.7402
as of 17 Aug 2026
AUM
—
Expense ratio
0.62%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
86/100strong
Rank #144 of 1015 · top 14%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
1.94%
3M
11.09%
6M
6.33%
1Y
9.23%
3Y CAGR
16.88%
5Y CAGR
15.52%
Since incep.
19.43%
Fund details
Fund manager
Rohit Seksaria; Shalav Saket
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
29%
Volatility (3Y)
16.4%
Rating (external)
—
Investment objective

To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however, there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

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