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

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

33.614 (-0.102%)

NAV on May 15, 2026

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 4,624 cr

Turnover Ratio 105.47%

Expense Ratio 1.88%

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

Returns

1M: 0.33%
1Y: -1.47%
3M: -3.89%
3Y: 14.92%
6M: -6.91%
5Y: 16.33%

Min Investment 100

ADDITIONAL INFO

Fund Manager Rohit Seksaria (Since over 7 years) Shalav Saket (Since about 2 months)

ISIN INF903JA1EX7

Fund Family Sundaram

P/E Ratio 24.64

P/B Ratio 3.01

Launch Date September 21, 2018

Benchmark Nifty Services Sector TR INR

SECTOR WEIGHTINGS (%)

Financial 39.87%

Industrial 8.66%

Technology 8.18%

Basic Materials 0.0%

Consumer Cyclical 14.11%

Utilities Services 0.0%

Healthcare Services 7.95%

Energy Services 5.24%

Communication Services 14.80%

Consumer Defensive 0.00%

Real Estate 1.19%

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.

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