Sundaram Services Fund
Sundaram Services Fund is a sectoral / thematic fund of Sundaram Asset Management Company Ltd with ₹5,042 cr under management. It is ahead of its benchmark (Nifty Services Sector TRI) in 3 of 3 periods. Its direct plan charges 0.85% a year.
Has Sundaram Services Fund beaten its benchmark?
Ahead of its benchmark, Nifty Services Sector TRI, in 3 of 3 periods in AMFI's figures; +0.39% over the last year against −9.60%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.50% | −3.60% | — |
| 3 months | −3.04% | −5.03% | — |
| 6 months | +7.59% | −1.83% | — |
| 1 year | +0.39% | −4.06% | +4.45 pts |
| 3 years | +12.84% | +9.27% | +3.57 pts |
| 5 years | +11.62% | +8.00% | +3.62 pts |
| 10 years | — | +12.69% | — |
| Since start from 25 Sep 2018 | +18.26% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.39% | −0.74% | −9.60% | +9.99 | 🔒 |
| 3y | +12.82% | +11.53% | +6.68% | +6.14 | 🔒 |
| 5y | +11.61% | +10.25% | +4.54% | +7.07 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2018 to 13 Oct 2026₹100 put in at the start of Sep 2018 would be ₹386 on 13 Oct 2026, against ₹263 in the Nifty 500 TRI.
What does Sundaram Services Fund cost?
0.85% a year on the direct plan, 1.94% on the regular plan; 15 of 174 funds in its category charge less.
Who manages Sundaram Services Fund?
What does Sundaram Services Fund hold?
61 holdings as of None; the ten largest are 38.8% of the fund, the largest Eternal Ltd (Previously Zomato Ltd) at 6.1%.
Mix
Holdings as of NoneFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Sundaram Services Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Sundaram Services Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Sundaram Services Fund?
0.85% a year on the direct plan and 1.94% on the regular plan (expense report, Oct 2026).
How has Sundaram Services Fund done?
Its direct plan returned +12.82% a year over 3 years against +6.68% for its benchmark, Nifty Services Sector TRI, as of 13 Oct 2026.
See Sundaram Services Fund beside your own funds in Valarth
