Sundaram Services Fund
Direct · Growth ₹38.27
17 Jun 2026
NAV
23.0%
3Y CAGR
23.4%
5Y CAGR
21.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.80
Sharpe
-39.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.01 L | 22.8% | -51.7% | 97.8% |
| 3 Years | ₹36.00 L | ₹48.79 L | 23.4% | 2.5% | 45.1% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 21.9% | 9.4% | 30.0% |
| 7 Years | ₹84.00 L | ₹1.75 Cr | 19.9% | 15.0% | 22.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.8% | 14.5% | 13.5% | +8.3% |
| 3 Years | 23.4% | 11.2% | 17.4% | +12.2% |
| 5 Years | 21.9% | 10.4% | 17.1% | +11.5% |
| 7 Years | 19.9% | 10.6% | 16.6% | +9.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.4% | 17.6% | -23.9% | 91.2% | 0.75 | 3.82 | 93% | — | — |
| 3 Years | 23.0% | 22.3% | 13.6% | 37.4% | 3.33 | — | 100% | — | — |
| 5 Years | 23.4% | 23.2% | 14.8% | 31.9% | 4.80 | — | 100% | — | — |
-39.6%
Max Drawdown
1 mo
Drawdown Duration
9 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.57
1Y
0.58
3Y
0.59
5Y
0.50
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.40 | 1.06 | 103.2% | 96.6% | 0.9% | -3.8% |
| 3 Years | +7.62 | 0.95 | 97.1% | 86.8% | 15.9% | 8.4% |
| 5 Years | +7.39 | 0.93 | 94.2% | 84.6% | 16.0% | 8.8% |
| 7 Years | +8.79 | 0.89 | 92.2% | 82.7% | 19.2% | 10.8% |
| 10 Years | +6.44 | 0.86 | 88.5% | 78.5% | 14.3% | 8.1% |
| 12 Years | +5.12 | 0.86 | 88.5% | 78.5% | 11.8% | 6.7% |
| 15 Years | +3.84 | 0.86 | 88.5% | 78.5% | 9.3% | 5.3% |
48
Total Holdings
40.9%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd | 6.09% |
| 2 | HDFC Bank Ltd | 5.61% |
| 3 | Axis Bank Ltd | 4.97% |
| 4 | Zomato Ltd | 4.76% |
| 5 | Reliance Industries Ltd | 4.53% |
| 6 | Adani Ports and Special Economic Zone Ltd | 4.17% |
| 7 | Apollo Hospitals Enterprise Ltd | 2.85% |
| 8 | Rate Gain Travel Technologies Ltd | 2.69% |
| 9 | ICICI Bank Ltd | 2.62% |
| 10 | Shriram Finance Ltd | 2.58% |