Sundaram Services
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.1%
Maximum Drawdown-16.6% | Dec 2025
Sharpe Ratio-0.12
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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
Eternal LtdConsumers6.10%
Bharti Airtel LtdServices5.06%
Axis Bank LtdFinancial Services4.58%
InterGlobe Aviation LtdCapital Goods4.17%
Adani Ports & Special Economic Zone LtdCapital Goods3.92%
Reliance Industries LtdEnergy & Infra3.84%
Rategain Travel Technologies LtdTechnology2.90%
ICICI Bank LtdFinancial Services2.85%
Kotak Mahindra Bank LtdFinancial Services2.71%
Apollo Hospitals Enterprise LtdServices2.69%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.93%
Exit Load1%
Regulatory & Tax Information
INF903JA1EX7
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)