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sundaram services direct growth
Sundaram Services Direct Growth

Sundaram Services Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Jul 3, 2026
i
Price per unit of the scheme.
₹ 39.41730.23%1 Day Change
7.44%
Minimum Investment₹100
Expense Ratio0.78%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Services Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Services Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Services Sector TR INR
    Expense Ratio
    0.78%
    Category Avg Expense Ratio
    0.93%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 4,717.59 Cr(As on May, 2026)
    Inception Date
    Sep 21, 2018
    Turnover
    30.00 %
    Exit Load
    If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No Exit Load If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment Exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment Nil. Load structure is indicated as a percentage of applicable NAV.

    bt_logoABOUT THE FUND

    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.

    Sundaram Services Direct Growth is an Equity - Equity - Other fund. The fund was launched inSep 21, 2018. Its risk level is . The NAV of the fund as onJul 03, 2026 is ₹39.42. Its expense ratio is 0.78 %. The fund has an AUM of ₹4,717.59 Cr.The fund is managed byRavi Gopalakrishnan,Rohit Seksaria,S. Bharath,Pathanjali Srinivasan,Shalav Saket.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Sep 21, 2018 - Present
    • Schemes managed12
    • Total AUM₹ 20,536.00 Cr
    • Highest Return In 1 Yr23.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 125.74
    8.44%
    7.19%
    Very High Risk
    ₹1,590.29Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 227.01
    4.08%
    2.35%
    Very High Risk
    ₹1,284.20Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 83.55
    2.22%
    1.90%
    Moderate Risk
    ₹1,064.37Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 125.74
    • Fund Size₹1,590.29Cr
    Fund Return8.44%
    Category Return7.19%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 227.01
    • Fund Size₹1,284.20Cr
    Fund Return4.08%
    Category Return2.35%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 83.55
    • Fund Size₹1,064.37Cr
    Fund Return2.22%
    Category Return1.90%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Schemes managed8
    • Total AUM₹ 31,338.70 Cr
    • Highest Return In 1 Yr10.84 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 101.83
    6.77%
    4.53%
    Very High Risk
    ₹6,690.34Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.56
    4.70%
    4.09%
    Very High Risk
    ₹3,000.75Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.23
    5.44%
    5.00%
    Very High Risk
    ₹1,016.14Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 101.83
    • Fund Size₹6,690.34Cr
    Fund Return6.77%
    Category Return4.53%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.56
    • Fund Size₹3,000.75Cr
    Fund Return4.70%
    Category Return4.09%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.23
    • Fund Size₹1,016.14Cr
    Fund Return5.44%
    Category Return5.00%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed11
    • Total AUM₹ 45,453.93 Cr
    • Highest Return In 1 Yr6.60 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,617.99
    3.68%
    3.81%
    Very High Risk
    ₹13,686.66Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 184.38
    3.64%
    3.72%
    High Risk
    ₹8,629.36Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.62
    1.30%
    2.09%
    Moderately High risk
    ₹18.56Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,617.99
    • Fund Size₹13,686.66Cr
    Fund Return3.68%
    Category Return3.81%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 184.38
    • Fund Size₹8,629.36Cr
    Fund Return3.64%
    Category Return3.72%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.62
    • Fund Size₹18.56Cr
    Fund Return1.30%
    Category Return2.09%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pathanjali Srinivasan
    Pathanjali Srinivasan
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 6,850.96 Cr
    • Highest Return In 1 Yr23.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Services Direct Growth
    --
    ₹ 39.42
    7.44%
    -%
    Very High Risk
    ₹4,717.59Cr
    Sundaram Flexi Cap Fund Direct Growth
    --
    ₹ 15.29
    4.36%
    4.79%
    Very High Risk
    ₹1,961.58Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 47.01
    -2.83%
    -%
    Very High Risk
    ₹171.79Cr
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 39.42
    • Fund Size₹4,717.59Cr
    Fund Return7.44%
    Category Return--
    Sundaram Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.29
    • Fund Size₹1,961.58Cr
    Fund Return4.36%
    Category Return4.79%
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 47.01
    • Fund Size₹171.79Cr
    Fund Return-2.83%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shalav Saket
    Shalav Saket
    i
    Lead Fund Manager.
    Mar 20, 2026 - Present
    • Schemes managed16
    • Total AUM₹ 53,714.61 Cr
    • Highest Return In 1 Yr23.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 102.22
    6.75%
    6.37%
    Very High Risk
    ₹1,387.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 431.60
    5.97%
    4.54%
    Very High Risk
    ₹2,806.80Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,617.99
    3.68%
    3.81%
    Very High Risk
    ₹13,686.66Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 102.22
    • Fund Size₹1,387.62Cr
    Fund Return6.75%
    Category Return6.37%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 431.60
    • Fund Size₹2,806.80Cr
    Fund Return5.97%
    Category Return4.54%
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,617.99
    • Fund Size₹13,686.66Cr
    Fund Return3.68%
    Category Return3.81%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2026
    EQUITY (94.77%)
    DEBT (1.06%)
    CASH (4.16%)
    Allocation by Market Cap
    Large Cap(48.54%)
    Mid Cap(15.41%)
    Small Cap(29.38%)
    Industry Holdings
    • Banks Regional20.35%
    • Telecom Services9.56%
    • Credit Services6.69%
    • Medical Care6.37%
    • Internet Retail5.23%
    • Oil Gas Refining Marketing4.78%
    Stock Holdings
    • Bharti Airtel Ltd6.09%
    • HDFC Bank Ltd5.61%
    • Axis Bank Ltd4.97%
    • Eternal Ltd4.76%
    • Reliance Industries Ltd4.53%
    • Adani Ports & Special Economic Zone Ltd4.17%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.63
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.99
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.01
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 77,635.36 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 77,635.36 Cr (
    As on May 31, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Services Direct Growth ?
    The category of Sundaram Services Direct Growth is Equity - Equity - Other
    What is the current NAV of Sundaram Services Direct Growth ?
    The current NAV of Sundaram Services Direct Growth as on Jul 03, 2026 is ₹39.42
    How safe is Sundaram Services Direct Growth ?
    The risk level of Sundaram Services Direct Growth is Very High.
    What are short term returns given by Sundaram Services Direct Growth ?
    The return given by Sundaram Services Direct Growth in 1 month is 7.44%, 3 months is 16.32%, 6 months is -1.04%, and 1 year is 1.67%
    What are the long term returns given by Sundaram Services Direct Growth ?
    The return given by Sundaram Services Direct Growth in 3 years is 16.31% and 5 years is 16.59%.
    What is the expense ratio of Sundaram Services Direct Growth ?
    The expense ratio of Sundaram Services Direct Growth is 0.78%
    What is the AUM of Sundaram Services Direct Growth ?
    The assets under Management (AUM) of Sundaram Services Direct Growth is Rs 4,717.59 crores.
    What is the minimum investment in Sundaram Services Direct Growth ?
    The minimum Lumpsum investment in Sundaram Services Direct Growth is ₹100.00 and the minimum SIP investment in Sundaram Services Direct Growth is ₹1,000.00
    What is the asset allocation of Sundaram Services Direct Growth?
    Sundaram Services Direct Growth has an exposure of 94.77% in Equity, 1.06% in Debt and 4.16% in Cash & Money Market Securities

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