Sundaram Services Fund Regular Plan

Sectoral / ThematicEquity Rank 95 of 157

NAV · Regular-Growth

—-0.19-0.52%

As of — · AMFI

NAV growth+6.4%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 8 of 8 years

Trails its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

+6.4%

-3.1 vs cat

3Y CAGR

+15.3%

-1.8 vs cat

5Y CAGR

+14.0%

-0.8 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

15.0%

3Y std dev

Go deeper on Sundaram Services Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Services Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Services Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Services Fund Regular Plan is a Sectoral / Thematic scheme from Sundaram. Long-run track record: about 14.0% CAGR over 5 years. Worst historical drawdown: -40% in Mar 2020, recovered in 9 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903JA1EX7

NAV (Direct-Growth)

₹36.9833

Last 1Y

+6.39%

Aug 25Min ₹30.26 · Max ₹37.28 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-39.7%

Peak ₹13.67 on 19 Feb 2020 → trough ₹8.25 on 23 Mar 2020 (1 months down).

Recovered in 9 months· 7 Dec 2020

Jun 2022

-18.1%

Peak ₹22.21 on 15 Nov 2021 → trough ₹18.19 on 20 Jun 2022 (7 months down).

Recovered in 5 months· 28 Nov 2022

Mar 2026

-17.4%

Peak ₹36.66 on 5 Jan 2026 → trough ₹30.26 on 31 Mar 2026 (3 months down).

Recovered in 4 months· 3 Aug 2026

Mar 2025

-15.4%

Peak ₹34.92 on 23 Sept 2024 → trough ₹29.53 on 3 Mar 2025 (5 months down).

Recovered in 3 months· 6 Jun 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.81%	-0.40%	194/ 286
1M	+1.31%	+2.47%	189/ 286
3M	+10.20%	+8.01%	73/ 286
6M	+4.59%	+6.33%	136/ 278
YTD	+2.24%	+6.03%	156/ 273
1Y	+6.39%	+9.52%	147/ 258
2Y	+8.03%	+5.82%	70/ 203
3Y	+15.35%	+17.18%	95/ 157
5Y	+13.98%	+14.76%	66/ 125
7Y	+19.18%	+18.88%	49/ 104

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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