Sundaram Services Regular Growth
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.8%
Sharpe Ratio0.67
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices8.22%
HDFC Bank LtdFinancial Services7.32%
Reliance Industries LtdEnergy & Infra5.19%
Cash And Other Net Current AssetsUtilities4.22%
Eternal LtdConsumers3.91%
Axis Bank LtdFinancial Services3.64%
Adani Ports & Special Economic Zone LtdCapital Goods3.57%
PNB Housing Finance LtdFinancial Services3.01%
ICICI Prudential Life Insurance Co LtdFinancial Services2.77%
ICICI Bank LtdFinancial Services2.71%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.88%
Exit Load1
Regulatory & Tax Information
INF903JA1EX7
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)