Sundaram Services Fund
Direct · Growth ₹37.16
22 Apr 2026
NAV
23.3%
3Y CAGR
23.8%
5Y CAGR
22.1%
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.
5.36
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 | ₹13.04 L | 23.4% | -51.7% | 97.8% |
| 3 Years | ₹36.00 L | ₹48.92 L | 23.9% | 2.5% | 45.1% |
| 5 Years | ₹60.00 L | ₹1.05 Cr | 22.4% | 9.4% | 30.0% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 23.4% | 0.9% | +22.6% |
| 3 Years | 23.9% | 11.2% | +12.7% |
| 5 Years | 22.4% | 11.1% | +11.3% |