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sundaram services regular growth
Sundaram Services Regular Growth

Sundaram Services Regular Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on May 6, 2025
i
Price per unit of the scheme.
₹ 32.9305-1.14%1 Day Change
7.06%
Minimum Investment₹100
Expense Ratio1.97%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Services Regular Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Services Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Services Sector TR INR
    Expense Ratio
    1.97%
    Category Avg Expense Ratio
    0.93%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,745.64 Cr(As on Mar, 2025)
    Inception Date
    Sep 21, 2018
    Turnover
    30.00 %
    Exit Load
    If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged.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.

    bt_logoABOUT THE FUND

    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.

    Sundaram Services Regular Growth is an Equity - Equity - Other fund. The fund was launched inSep 21, 2018. Its risk level is . The NAV of the fund as onMay 06, 2025 is ₹32.93. Its expense ratio is 1.97 %. The fund has an AUM of ₹3,745.64 Cr.The fund is managed byRavi Gopalakrishnan,Rohit Seksaria,Pathanjali Srinivasan,S. Bharath.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Sep 21, 2018 - Present
    • Schemes managed10
    • Total AUM₹ 14,264.52 Cr
    • Highest Return In 1 Yr16.98 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 114.12
    9.98%
    4.21%
    Very High Risk
    ₹1,415.22Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 224.32
    9.12%
    4.91%
    Very High Risk
    ₹1,427.77Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 79.62
    3.58%
    2.08%
    Moderate Risk
    ₹976.11Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 114.12
    • Fund Size₹1,415.22Cr
    Fund Return9.98%
    Category Return4.21%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 224.32
    • Fund Size₹1,427.77Cr
    Fund Return9.12%
    Category Return4.91%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 79.62
    • Fund Size₹976.11Cr
    Fund Return3.58%
    Category Return2.08%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 26,489.76 Cr
    • Highest Return In 1 Yr16.98 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 90.67
    8.69%
    4.72%
    Very High Risk
    ₹6,380.97Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.09
    8.69%
    5.63%
    Very High Risk
    ₹3,297.44Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 168.32
    7.40%
    4.62%
    Very High Risk
    ₹1,043.92Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 90.67
    • Fund Size₹6,380.97Cr
    Fund Return8.69%
    Category Return4.72%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.09
    • Fund Size₹3,297.44Cr
    Fund Return8.69%
    Category Return5.63%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 168.32
    • Fund Size₹1,043.92Cr
    Fund Return7.40%
    Category Return4.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pathanjali Srinivasan
    Pathanjali Srinivasan
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 5,813.19 Cr
    • Highest Return In 1 Yr16.98 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Services Direct Growth
    --
    ₹ 35.56
    7.17%
    -%
    Very High Risk
    ₹3,745.64Cr
    Sundaram Flexi Cap Fund Direct Growth
    --
    ₹ 14.72
    9.21%
    4.94%
    Very High Risk
    ₹1,956.65Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 34.46
    8.42%
    -%
    Very High Risk
    ₹110.90Cr
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 35.56
    • Fund Size₹3,745.64Cr
    Fund Return7.17%
    Category Return--
    Sundaram Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.72
    • Fund Size₹1,956.65Cr
    Fund Return9.21%
    Category Return4.94%
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 34.46
    • Fund Size₹110.90Cr
    Fund Return8.42%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 34,894.29 Cr
    • Highest Return In 1 Yr16.98 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,388.21
    9.07%
    4.93%
    Very High Risk
    ₹11,332.71Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.99
    7.39%
    4.15%
    High Risk
    ₹5,618.99Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.68
    3.06%
    1.84%
    Moderately High risk
    ₹27.07Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,388.21
    • Fund Size₹11,332.71Cr
    Fund Return9.07%
    Category Return4.93%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.99
    • Fund Size₹5,618.99Cr
    Fund Return7.39%
    Category Return4.15%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.68
    • Fund Size₹27.07Cr
    Fund Return3.06%
    Category Return1.84%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (94.86%)
    DEBT (0.96%)
    CASH (4.17%)
    Allocation by Market Cap
    Large Cap(53.62%)
    Mid Cap(11.91%)
    Small Cap(27.13%)
    Industry Holdings
    • Banks Regional22.03%
    • Telecom Services11.80%
    • Credit Services6.96%
    • Medical Care6.70%
    • Information Technology Services5.77%
    • Oil Gas Refining Marketing5.58%
    Stock Holdings
    • HDFC Bank Ltd7.90%
    • Bharti Airtel Ltd5.89%
    • Reliance Industries Ltd5.22%
    • Eternal Ltd3.53%
    • Axis Bank Ltd3.47%
    • Adani Ports & Special Economic Zone Ltd3.44%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.78
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.34
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.69
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 63,954.25 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 63,954.25 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Services Regular Growth ?
    The category of Sundaram Services Regular Growth is Equity - Equity - Other
    What is the current NAV of Sundaram Services Regular Growth ?
    The current NAV of Sundaram Services Regular Growth as on May 06, 2025 is ₹32.93
    How safe is Sundaram Services Regular Growth ?
    The risk level of Sundaram Services Regular Growth is Very High.
    What are short term returns given by Sundaram Services Regular Growth ?
    The return given by Sundaram Services Regular Growth in 1 month is 7.06%, 3 months is 1.76%, 6 months is -0.45%, and 1 year is 15.65%
    What are the long term returns given by Sundaram Services Regular Growth ?
    The return given by Sundaram Services Regular Growth in 3 years is 19.23% and 5 years is 27.70%.
    What is the expense ratio of Sundaram Services Regular Growth ?
    The expense ratio of Sundaram Services Regular Growth is 1.97%
    What is the AUM of Sundaram Services Regular Growth ?
    The assets under Management (AUM) of Sundaram Services Regular Growth is Rs 3,745.64 crores.
    What is the minimum investment in Sundaram Services Regular Growth ?
    The minimum Lumpsum investment in Sundaram Services Regular Growth is ₹100.00 and the minimum SIP investment in Sundaram Services Regular Growth is ₹1,000.00
    What is the asset allocation of Sundaram Services Regular Growth?
    Sundaram Services Regular Growth has an exposure of 94.86% in Equity, 0.96% in Debt and 4.17% in Cash & Money Market Securities

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