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Scheme Information
Sundaram Services Reg IDCW-P
as of 17 May 2026, 10:18 AM
Scheme Asset Size₹4624.47 Cr
Expense Ratio1.88%
Cash Holding4.44913%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty Services Sector TR INR
Launch Date2018-09-21
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 1.71%
In the last 3 months -4.30%
In the last 6 months -7.73%
In the last 1 Years -1.24%
In the last 3 Years 0.50%
In the last 5 Years 1.07%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Communication Services | E | 6.41% |
| HDFC Bank Ltd | Financial Services | E | 5.93% |
| Axis Bank Ltd | Financial Services | E | 5.00% |
| Reliance Industries Ltd | Energy | E | 5.00% |
| Eternal Ltd | Consumer Cyclical | E | 4.69% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 3.91% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 2.72% |
| ICICI Bank Ltd | Financial Services | E | 2.69% |
| Titan Co Ltd | Consumer Cyclical | E | 2.62% |
| Shriram Finance Ltd | Financial Services | E | 2.61% |
| PNB Housing Finance Ltd | Financial Services | E | 2.59% |
| Bajaj Finserv Ltd | Financial Services | E | 2.56% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 2.49% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 2.22% |
| Rategain Travel Technologies Ltd | Technology | E | 2.22% |
| InterGlobe Aviation Ltd | Industrials | E | 2.18% |
| Info Edge (India) Ltd | Communication Services | E | 2.14% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 1.91% |
| AAVAS Financiers Ltd | Financial Services | E | 1.90% |
| Affle 3i Ltd | Communication Services | E | 1.86% |
| Coforge Ltd | Technology | E | 1.77% |
| Bandhan Bank Ltd | Financial Services | E | 1.63% |
| One97 Communications Ltd | Technology | E | 1.62% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.56% |
| Angel One Ltd Ordinary Shares | Financial Services | E | 1.37% |
| Delhivery Ltd | Industrials | E | 1.36% |
| Sapphire Foods India Ltd | Consumer Cyclical | E | 1.24% |
| PB Fintech Ltd | Financial Services | E | 1.22% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 1.21% |
| Landmark Cars Ltd | Consumer Cyclical | E | 1.18% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 1.17% |
| Phoenix Mills Ltd | Real Estate | E | 1.13% |
| Sundaram Money Market Dir Gr | - | FO | 1.13% |
| Senco Gold Ltd | Consumer Cyclical | E | 1.11% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 1.09% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 1.00% |
| Bharti Hexacom Ltd | Communication Services | E | 0.99% |
| REC Ltd | Financial Services | E | 0.97% |
| Infosys Ltd | Technology | E | 0.92% |
| Medi Assist Healthcare Services Ltd | Healthcare | E | 0.87% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 0.87% |
| Metropolis Healthcare Ltd | Healthcare | E | 0.85% |
| SIS Ltd Ordinary Shares | Industrials | E | 0.82% |
| PVR INOX Ltd | Communication Services | E | 0.81% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 0.79% |
| UTI Asset Management Co Ltd | Financial Services | E | 0.77% |
| MakeMyTrip Ltd | Consumer Cyclical | E | 0.72% |
| Fortis Healthcare Ltd | Healthcare | E | 0.66% |
| LTM Ltd | Technology | E | 0.66% |
| R Systems International Ltd | Technology | E | 0.62% |
| Westlife Foodworld Ltd | Consumer Cyclical | E | 0.61% |
| Swiggy Ltd | Consumer Cyclical | E | 0.21% |
| Treps | - | CR | 3.65% |
| Cash And Other Net Current Assets | - | CA | 0.21% |
| Sundaram Liquid Dir Gr | - | FO | - |
| Tech Mahindra Ltd | - | E | - |
| IndusInd Bank Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
95.42%
Debt
0.12%
Cash
4.45%
Equity sector allocation
Loading chart…
Communication Services
14.13%
Consumer Cyclical
13.47%
Energy
5%
Financial Services
38.04%
Healthcare
7.59%
Industrials
8.26%
Real Estate
1.13%
Technology
7.81%
Others
4.57%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.07%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.07%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.07%
63.78%
3Y Returns
+45.98%
About Sundaram Services Reg IDCW-P
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+15.68%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
1.88%
Fund Size
₹4624.47 Cr
FAQ's
What has been the returns generated by Sundaram Services Reg IDCW-P over different time periods?
The Sundaram Services Reg IDCW-P has given returns
1-Year
-1.24
3-Year
14.38
5-Year
15.68
What is the expense ratio of Sundaram Services Reg IDCW-P?
The expense ratio of Sundaram Services Reg IDCW-P is 1.88%.
What is the AUM (Assets Under Management) of Sundaram Services Reg IDCW-P?
The AUM, short for Assets Under Management of Sundaram Services Reg IDCW-P is ₹4624.47 Cr as of 09 Jun 3435.
What are the top stock holdings of Sundaram Services Reg IDCW-P?
The Sundaram Services Reg IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Bharti Airtel Ltd | 6.41% |
| HDFC Bank Ltd | 5.93% |
| Axis Bank Ltd | 5.00% |
| Reliance Industries Ltd | 5.00% |
| Eternal Ltd | 4.69% |
| Adani Ports & Special Economic Zone Ltd | 3.91% |
| Apollo Hospitals Enterprise Ltd | 2.72% |
| ICICI Bank Ltd | 2.69% |
| Titan Co Ltd | 2.62% |
| Shriram Finance Ltd | 2.61% |
| PNB Housing Finance Ltd | 2.59% |
| Bajaj Finserv Ltd | 2.56% |
| Aster DM Healthcare Ltd Ordinary Shares | 2.49% |
| Cholamandalam Financial Holdings Ltd | 2.22% |
| Rategain Travel Technologies Ltd | 2.22% |
| InterGlobe Aviation Ltd | 2.18% |
| Info Edge (India) Ltd | 2.14% |
| Indus Towers Ltd Ordinary Shares | 1.91% |
| AAVAS Financiers Ltd | 1.90% |
| Affle 3i Ltd | 1.86% |
| Coforge Ltd | 1.77% |
| Bandhan Bank Ltd | 1.63% |
| One97 Communications Ltd | 1.62% |
| Kotak Mahindra Bank Ltd | 1.56% |
| Angel One Ltd Ordinary Shares | 1.37% |
| Delhivery Ltd | 1.36% |
| Sapphire Foods India Ltd | 1.24% |
| PB Fintech Ltd | 1.22% |
| ICICI Prudential Life Insurance Co Ltd | 1.21% |
| Landmark Cars Ltd | 1.18% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 1.17% |
| Phoenix Mills Ltd | 1.13% |
| Sundaram Money Market Dir Gr | 1.13% |
| Senco Gold Ltd | 1.11% |
| Chalet Hotels Ltd | 1.09% |
| CSB Bank Ltd Ordinary Shares | 1.00% |
| Bharti Hexacom Ltd | 0.99% |
| REC Ltd | 0.97% |
| Infosys Ltd | 0.92% |
| Medi Assist Healthcare Services Ltd | 0.87% |
| Equitas Small Finance Bank Ltd Ordinary Shares | 0.87% |
| Metropolis Healthcare Ltd | 0.85% |
| SIS Ltd Ordinary Shares | 0.82% |
| PVR INOX Ltd | 0.81% |
| Prudent Corporate Advisory Services Ltd | 0.79% |
| UTI Asset Management Co Ltd | 0.77% |
| MakeMyTrip Ltd | 0.72% |
| Fortis Healthcare Ltd | 0.66% |
| LTM Ltd | 0.66% |
| R Systems International Ltd | 0.62% |
| Westlife Foodworld Ltd | 0.61% |
| Swiggy Ltd | 0.21% |
| Treps | 3.65% |
| Cash And Other Net Current Assets | 0.21% |
| Sundaram Liquid Dir Gr | - |
| Tech Mahindra Ltd | - |
| IndusInd Bank Ltd | - |
In which sectors has Sundaram Services Reg IDCW-P invested in?
The Sundaram Services Reg IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | - |
| Communication Services | 14.13% |
| Consumer Cyclical | 13.47% |
| Consumer Defensive | - |
| Energy | 5.00% |
| Financial Services | 38.04% |
| Healthcare | 7.59% |
| Industrials | 8.26% |
| Real Estate | 1.13% |
| Technology | 7.81% |
| Utilities | - |
What is the risk level of Sundaram Services Reg IDCW-P?
This is a Equity - Other fund comes with Very High Risk.
Who are the fund managers of Sundaram Services Reg IDCW-P?
Sundaram Services Reg IDCW-P fund managers are Rohit Seksaria, Shalav Saket.
Is there a minimum SIP amount to invest in Sundaram Services Reg IDCW-P?
The minimum SIP amount to start investment in Sundaram Services Reg IDCW-P is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Services Reg IDCW-P both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Services Reg IDCW-P on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Services Reg IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Services Reg IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Services Reg IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Services Reg IDCW-P?
The exit load of Sundaram Services Reg IDCW-P is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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