Sundaram Services Fund (Direct)
Sundaram Mutual Fund · benchmark Nifty 500 TRI · 8.1 years old · AMFI code 144835
B (middle of the peer group), score 63.1 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 8.5% | 2.5% | +5.9% | 36 / 106 |
| 1 year | 1.6% | -1.0% | +2.6% | 65 / 100 |
| 3 years (a year) | 14.3% | 12.0% | +2.3% | 19 / 50 |
| 5 years (a year) | 12.5% | 9.7% | +2.8% | 7 / 32 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Services Fund (Direct plan)?
₹40.02 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Services Fund (Direct)?
0.86% a year; the Regular plan's is 1.96%.
What return has Sundaram Services Fund given over 3 years?
14.3% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
How is Sundaram Services Fund rated?
B: 16 of 49 Direct plans in Thematic: Other Themes, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.