Sundaram Services Fund Reg G

Sundaram Services Fund-Reg(G)

Equity Thematic Rating :

₹ 35.65

NAV
Updated: 17 Jul 2025

Fund House

Fund Manager
Rohit Seksaria
Fund Benchmark
Nifty Services Sector - TRI
Total AUM
₹ 4,428.80 Cr
Expense Ratio
1.88
52 Week High
₹ 35.98
52 Week Low
₹ 29.53

Fund Verdict

Aggressive Buy

Advance Ratios

P/E Ratio35.98
P/B Ratio3.37
Sharpe0.36
Turnover Ratio77.80
Alpha0.55
Beta0.88
Sortino0.79
Standard Deviation13.05

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 2.48% 14.19% 12.46% 13.44%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 21.69% 22.93% 26.89% -

Market Cap Distribution

  • Large Cap
    54.87 %
  • Mid Cap
    11.34 %
  • Small Cap
    26.59 %
Avg Market Cap
₹ 1,36,733.00
(In Crore)

Peer Information

Equity Thematic Aggressive Buy
1Y Returns -7.58%
3Y Returns 37.93%
AUM ₹1,438.50 Cr
NAV ₹65.46
Buy Now
Equity Thematic Aggressive Buy
1Y Returns -8.84%
3Y Returns 34.72%
AUM ₹5,687.10 Cr
NAV ₹33.59
Buy Now
Equity Thematic Aggressive Buy
1Y Returns 2.40%
3Y Returns 33.85%
AUM ₹7,199.60 Cr
NAV ₹255.83
Buy Now
Equity Thematic Aggressive Buy
1Y Returns 11.31%
3Y Returns
AUM ₹1,610.90 Cr
NAV ₹12.92
Buy Now

Scheme Type:
An open-ended equity scheme investing in line with a thematic investment approach, focused on specific sectors, trends, or economic themes.

Investment Objective:
The scheme aims to generate long-term capital appreciation by investing in a diversified portfolio of companies that are united by a common theme. Thematic funds offer targeted exposure to structural growth stories within the economy.

There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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