Sundaram Services Fund | Diversified Across Services Sector & Cap Curves

53 stocks
15+ services sectors

$387.5B

Services Exports (FY25)

Record levels of exports driven by digital and professional services

Source: IBEF

3x Growth

₹10,000 lumpsum invested at inception (Sep 2018) is ₹30,284; Benchmark: ₹20,944

+4.88% Outperformance over 3 years

Fund: 13.43% vs Benchmark 8.55% CAGR (Lumpsum)

₹4,146 Crs AUM
2,09,194 No. of Investors

Data as on March'26

Why Sundaram Services Fund?

55%+ of India's
GDP is services-led

The fund provides direct participation in the fastest growing segment, powering employment, exports and consumption.*

Source: CMIE* Sundaram AMC

Diversified
services exposure

Unlike single-sector funds, the portfolio is spread across multiple services sub-themes, helping reduce concentration risk

One of the largest dedicated services sector scheme

by AUM in India which reflects sustained investor participation in India's services growth story.

Source: In-house. Data as of Mar'26

Complements core
equity allocation

Combination of large, mid, and small with services sector exposure

Portfolio Breakdown

From the Fund Manager's Desk

SIP Lumpsum

Since Inception (Sep 2018), a monthly SIP of ₹10,000 in the Sundaram Services Fund has grown to ₹15.35 L - XIRR of 13.94%

Since Inception (Sep 2018), a lumpsum investment of ₹10,000 in the Sundaram Services Fund has grown to ₹30,264 - CAGR of 15.85%

Data as of March 2026 for Regular - Plan Growth Option. Different plans shall have a different expense structure. Past performance may or may not be sustained in future and is not a guarantee of any future returns. For more information on the product, other schemes managed by fund managers and disclosures, please visit https://bit.ly/4sWGuWh.

Our Legacy and Reach

80+

Branches
Across India

^*77,000+Cr.

Assets Under Managment

Global Presence

Expanding internationally with offices in:

Dubai

Singapore

Sundaram AMC Ltd., part of Sundaram Finance Ltd. one of India's most trusted financial institutions with a legacy dating back to 1954 - was established in 1996. With over *77,000 crore in assets under management, we offer a comprehensive suite of investment solutions across mutual funds, AIF, and PMS, designed to meet the diverse needs of investors.

*As on March 2026 along with subsidiaries.

Fund Details

Scheme Type

An open-ended equity scheme investing in Services Sector.

Investment Objective

To seek capital appreciation by investing in equity and equity-related instruments of companies deriving a majority of their income from the services sector, including BFSI, Healthcare, Hospitality, Logistics, Retail, and more.

Benchmark

Tier I Nifty Services Sector TRI

Tier II Nifty 500 Multicap 50:25:25 TRI

Other Facilities

SWP/SIP/STP

Plans

Direct and Regular

Options

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Minimum Investment

₹100

Minimum Additional Purchase

₹100 and in multiples of ₹1 thereafter

Fund Managers

Mr. Rohit Seksaria Equity

Mr. Shalav Saket Overseas

Entry Load : Not Applicable

Exit Load

If up to 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 - 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

Fund Related Documents

One Sheeter

Product Presentation

SID

KIM