Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Services Fund

Holds 54 companies worth ₹4,818 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹4,999 CrSundaram Services Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.0% on Aug 2026, ₹5,262 Cr.

  • Largest holding

    Eternal LimitedEternal Limited is 6.1% of this scheme's NAV.

  • Fund manager

    Rohit SeksariaRuns its co-manager part since 24 Feb 2021, as the fund house dates it. With Shalav Saket (co-manager).

AUM(Sept 2018 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20264,999−5.0%
Aug 20265,262+2.4%
Jul 20265,137+4.1%
Jun 20264,934+4.6%
May 20264,717+2.0%
Apr 20264,624+11.6%
Mar 20264,145−10.2%
Feb 20264,613−1.3%
Jan 20264,672−2.8%
Dec 20254,809+0.9%
Nov 20254,766+2.0%
Oct 20254,674+5.6%
AUM at month end, Sept 2026
₹4,999 Cr
+7.0% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2019 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20268.41%−0.05 pt
Jun 20268.46%−0.07 pt
Mar 20268.52%−0.02 pt
Dec 20258.54%0.00 pt
Direct plans' share of AUM, Sept 2026
8.41%
−0.14 pt since Dec 2025
Fig. 2.Sundaram Services Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Services Sector TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.14%−4.22%––−4.51%
3 months *
−3.22%−3.49%––−3.15%
6 months *
+7.14%+6.55%––+4.22%
1 year
−0.36%−1.48%−10.34%+9.99 pt+0.43%
3 years
+12.98%+11.70%+6.47%+6.51 pt+12.61%
5 years
+11.70%+10.34%+4.45%+7.25 pt+11.64%
Since launch
+18.00%+16.66%+9.20%+8.81 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Services Sector TRI. * From NAVs. Source: AMFI.