Item: Sundaram Services Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Services Direct Growth

40.261 (-0.215%)

NAV on September 07, 2026

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 5,137 cr

Turnover Ratio 105.47%

Expense Ratio 0.64%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

1M: Negative return: -0.86%
1Y: Positive return: 7.04%
3M: Positive return: 9.27%
3Y: Positive return: 14.75%
6M: Positive return: 12.75%
5Y: Positive return: 14.04%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Rohit Seksaria (Since almost 8 years) Shalav Saket (Since 6 months)

ISIN INF903JA1FA2

Fund Family Sundaram

P/E Ratio 25.41

P/B Ratio 3.23

Launch Date September 21, 2018

Benchmark Nifty Services Sector TR INR

SECTOR WEIGHTINGS (%)

Financial 36.99%

Industrial 9.75%

Technology 9.12%

Basic Materials 0.0%

Consumer Cyclical 15.0%

Utilities Services 0.0%

Healthcare Services 8.78%

Energy Services 4.33%

Communication Services 14.89%

Consumer Defensive 0.00%

Real Estate 1.15%

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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