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Sundaram Services Fund Regular Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.83%, with the bottom and top quartiles at 16.92% and 22.96% respectively. It has ranked in the top half of its category for 4 of the last 7 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.85% on assets of ₹4,624Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 83% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 6.41% |
| HDFC BANK LIMITED | Financial Services | 5.93% |
| AXIS BANK LIMITED | Financial Services | 5.00% |
| RELIANCE INDUSTRIES LIMITED | Energy | 5.00% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 3.91% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.72% |
| ICICI BANK LIMITED | Financial Services | 2.69% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 2.62% |
| Shriram Finance Limited | Financial Services | 2.61% |
| PNB HOUSING FINANCE LTD | Financial Services | 2.59% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.56% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 2.49% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED | Financial Services | 2.22% |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED | Technology | 2.22% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.18% |
| INDUS TOWERS LIMITED | Communication Services | 1.91% |
| AAVAS FINANCIERS LIMITED | Financial Services | 1.90% |
| AFFLE (INDIA) LIMITED | Technology | 1.86% |
| BANDHAN BANK LIMITED | Financial Services | 1.63% |
| DELHIVERY LIMITED | Industrials | 1.36% |
| Sapphire Foods India Limited | Consumer Cyclical | 1.24% |
| PB FINTECH LIMITED | Financial Services | 1.22% |
| LANDMARK CARS LIMITED | Consumer Cyclical | 1.18% |
| UJJIVAN SMALL FINANCE BANK LIMITED | Financial Services | 1.17% |
| THE PHOENIX MILLS LIMITED | Real Estate | 1.13% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 16 | 40.55% |
| Consumer Services | — | 10.80% |
| Telecommunication | — | 9.31% |
| Information Technology | — | 8.05% |
| Services | — | 7.45% |
| Healthcare | 5 | 6.72% |
| Oil, Gas & Consumable Fuels | — | 5.00% |
| Consumer Durables | — | 3.73% |
| Automobile and Auto Components | — | 1.18% |
| Realty | — | 1.13% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -4.03% | 7.85% | 16.93% | 31.38% | 88.29% | 94.1% |
| 3Y | 11.97% | 16.92% | 18.83% | 22.96% | 30.77% | 100.0% |
| 5Y | 13.79% | 16.94% | 21.71% | 24.86% | 27.78% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 39.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| Taurus Ethical Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 2.77% | +13.30% | +10.29% | 3★ |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.75% | +10.03% | +10.36% | 3★ |
| Tata Housing Opportunities Fund - Regular Plan - Growth | Tata Mutual Fund | ₹476 Cr | 2.48% | +8.87% | — | 3★ |
| Tata Ethical Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹3,704 Cr | 1.94% | +6.53% | +8.61% | 2★ |
| Bandhan Multi-Factor Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹673 Cr | 2.36% | — | — | — |
| Kotak Rural Opportunities Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹828 Cr | 2.33% | — | — | — |
| quant Momentum Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹1,328 Cr | 2.61% | — | — | 3★ |
| SBI Quality Fund - Regular Plan - Growth | SBI Mutual Fund | ₹2,306 Cr | 2.01% | — | — | — |