Sundaram Services Fund-Reg(G)

Equity Thematic Rating :

₹ 35.84

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

Rohit Seksaria

Fund Benchmark
Nifty Services Sector - TRI

Total AUM

₹ 4,161.10 Cr

Expense Ratio
1.89

52 Week High
₹ 35.98

52 Week Low
₹ 29.53

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio35.98

P/B Ratio3.37

Sharpe0.35

Turnover Ratio77.80

Alpha0.55

Beta0.88

Sortino0.78

Standard Deviation13.05

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	4.54%	16.73%	7.92%	15.04%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	23.04%	23.86%	26.81%	-

Market Cap Distribution

Large Cap

53.76 %
Mid Cap

11.78 %
Small Cap

26.80 %

Avg Market Cap
₹ 1,28,025.00
(In Crore)

Peer Information

Invesco India PSU Equity Fund(G)

Equity Thematic Aggressive Buy

1Y Returns -4.79%

3Y Returns 39.88%

AUM ₹1,394.40 Cr

NAV ₹65.63

Buy Now

Aditya Birla SL PSU Equity Fund-Reg(G)

Equity Thematic Aggressive Buy

1Y Returns -6.17%

3Y Returns 35.97%

AUM ₹5,581.80 Cr

NAV ₹33.52

Buy Now

Franklin India Opportunities Fund(G)

Equity Thematic Aggressive Buy

1Y Returns 2.99%

3Y Returns 35.01%

AUM ₹6,863.70 Cr

NAV ₹253.90

Buy Now

Bandhan Innovation Fund-Reg(G)

Equity Thematic Aggressive Buy

1Y Returns 12.83%

3Y Returns

AUM ₹1,512.00 Cr

NAV ₹12.72

Buy Now

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5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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