Sundaram Services Fund (Regular)
Sundaram Mutual Fund · benchmark Nifty 500 TRI · 8.1 years old · AMFI code 144838
B (middle of the peer group), score 60.0 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 7.8% | 2.5% | +5.3% | 35 / 105 |
| 1 year | 0.5% | -1.0% | +1.5% | 64 / 100 |
| 3 years (a year) | 13.0% | 12.0% | +1.0% | 21 / 50 |
| 5 years (a year) | 11.1% | 9.7% | +1.5% | 10 / 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 (Regular plan)?
₹36.43 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Services Fund (Regular)?
1.96% a year; the Direct plan's is 0.86%.
What return has Sundaram Services Fund given over 3 years?
13.0% a year (Regular 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: 17 of 49 Regular 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.