Sundaram Services Regular Growth
EquityEquity - Other
35.62
-0.19(-0.54%)
NAV as on 10 Dec, 2025
CAGR
17.01%
- AUM (Crs.)4,768.65
- Expense Ratio1.87 %
- Sharpe Ratio / Category Average0.83
- Standard Deviation / Category Average12.45
- Beta / Category Average-
- Portfolio Turnover / Category Average105.47 / 93.62
- Top 5 Stocks Wt.28.86
- Top 10 Stocks Wt.43.56
- Top 3 Sectors Wt.66.01
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
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Risk Metrics
Peers
1Y3Y5Y10Y
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria, Pathanjali Srinivasan
- Launch Date21 Sep, 2018
- BenchmarkS&P BSE 500
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.
Riskometer
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