Sundaram Services Fund
Direct · Growth ₹39.90
31 Jul 2026
NAV
22.9%
3Y CAGR
23.0%
5Y CAGR
21.6%
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.
4.41
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 | ₹12.99 L | 22.6% | -51.7% | 97.8% |
| 3 Years | ₹36.00 L | ₹48.72 L | 23.1% | 2.5% | 45.1% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 21.6% | 9.4% | 30.0% |
| 7 Years | ₹84.00 L | ₹1.68 Cr | 19.7% | 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 | 22.6% | 14.5% | 13.8% | +8.1% |
| 3 Years | 23.1% | 11.2% | 17.2% | +11.9% |
| 5 Years | 21.6% | 10.4% | 17.0% | +11.2% |
| 7 Years | 19.7% | 10.6% | 16.6% | +9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.0% | 17.3% | -23.9% | 91.2% | 0.73 | 3.73 | 93% | — | — |
| 3 Years | 22.9% | 22.0% | 13.6% | 37.4% | 3.25 | — | 100% | — | — |
| 5 Years | 23.0% | 23.1% | 14.8% | 31.9% | 4.41 | — | 100% | — | — |
-39.6%
Max Drawdown
1 mo
Drawdown Duration
9 mo
Recovery Time
-4.7%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.58
3Y
0.58
5Y
0.50
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.78 | 1.06 | 105.0% | 95.3% | 5.8% | -1.6% |
| 3 Years | +8.33 | 0.96 | 98.1% | 87.1% | 15.6% | 7.3% |
| 5 Years | +6.59 | 0.93 | 93.9% | 85.2% | 15.4% | 8.9% |
| 7 Years | +9.26 | 0.89 | 92.7% | 82.9% | 20.6% | 11.9% |
| 10 Years | +6.83 | 0.86 | 88.6% | 78.4% | 14.8% | 8.2% |
| 12 Years | +5.43 | 0.86 | 88.6% | 78.4% | 12.2% | 6.8% |
| 15 Years | +4.08 | 0.86 | 88.6% | 78.4% | 9.7% | 5.4% |
49
Total Holdings
42.0%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd | 5.90% |
| 2 | HDFC Bank Ltd | 5.75% |
| 3 | Zomato Ltd | 5.11% |
| 4 | Axis Bank Ltd | 4.97% |
| 5 | Reliance Industries Ltd | 4.24% |
| 6 | Adani Ports and Special Economic Zone Ltd | 4.00% |
| 7 | Interglobe Aviation Ltd | 3.28% |
| 8 | Rate Gain Travel Technologies Ltd | 3.10% |
| 9 | Apollo Hospitals Enterprise Ltd | 2.90% |
| 10 | ICICI Bank Ltd | 2.74% |