Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.95% | -6.57% | -4.46% | 0.84% | -4.53% | 11.85% | 11.00% | 17.56% | – |
NAV history
About this fund
Sundaram Services Fund is a sectoral/thematic equity fund offered by Sundaram Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹37.47, with assets under management of about ₹4,621 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Sundaram Services Fund has recorded a return of about -4.5%, with a three-year return of 11.8% and a five-year return of 11.0%. Its annualised volatility is 16.4% — relatively large fluctuations — and its Sharpe ratio is -0.67, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.63%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 21.43 | 16.61 | -23.92 | 91.21 | 92% | 61% |
| 3Y | 22.50 | 21.58 | 11.85 | 36.90 | 100% | 100% |
| 5Y | 22.33 | 22.78 | 11.00 | 31.96 | 100% | 99% |
| 7Y | 19.90 | 20.34 | 16.81 | 21.67 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Equity Scheme - Sectoral/Thematic | -3.37 | -4.11 | -5.28 | -5.62 | 12.49 | 15.08 | – | 0.61 |
| SBI Equity Minimum Variance Fund Equity Scheme - Sectoral/Thematic | -4.45 | -7.83 | -6.02 | -10.58 | 5.26 | 7.29 | – | 0.36 |
| DSP Quant Fund Equity Scheme - Sectoral/Thematic | -4.53 | -6.43 | -6.03 | -9.34 | 5.42 | 3.62 | – | 0.70 |
| Kotak Pioneer Fund Equity Scheme - Sectoral/Thematic | -6.02 | -2.86 | 5.22 | 3.89 | 18.71 | 13.41 | – | – |
| ICICI Prudential QUANT FUND Equity Scheme - Sectoral/Thematic | -3.73 | -4.66 | -3.16 | -5.34 | 10.13 | 8.84 | – | 1.42 |
| quant Quantamental Fund Equity Scheme - Sectoral/Thematic | -5.33 | -7.35 | -1.09 | 1.64 | 14.05 | 17.63 | – | 0.67 |
| Axis Quant Fund Equity Scheme - Sectoral/Thematic | -6.39 | -9.03 | -7.33 | -7.60 | 6.49 | 7.04 | – | 0.79 |
| 360 ONE QUANT FUND Equity Scheme - Sectoral/Thematic | -5.84 | -6.10 | -6.18 | -9.93 | 12.11 | – | – | 0.61 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -0.93 | -1.30 | -0.54 | -1.97 | 5.21 | 4.97 | 6.13 | 0.96 |
| Sundaram Medium Term Fund Debt Scheme - Medium Duration Fund | -0.84 | -0.66 | 1.02 | 2.32 | 5.77 | 4.71 | 5.58 | – |
| Sundaram Infrastructure Advantage Fund Sectoral/Thematic - Infrastructure | -6.13 | -8.98 | -8.71 | -3.43 | 13.15 | 13.35 | 13.50 | 1.47 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III Equity Scheme - ELSS | -8.37 | -8.00 | -3.24 | -2.88 | 7.69 | 12.76 | – | 0.83 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV Equity Scheme - ELSS | -8.74 | -8.47 | -3.77 | -3.44 | 7.56 | 12.85 | – | 0.90 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V Equity Scheme - ELSS | -8.61 | -8.06 | -3.24 | -2.51 | 8.38 | 12.56 | – | 0.81 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI Equity Scheme - ELSS | -8.76 | -8.16 | -3.75 | -3.39 | 7.81 | 12.60 | – | 0.78 |
| Sundaram Long Term Tax Advantage Fund Series III Equity Scheme - ELSS | -8.84 | -8.49 | -3.12 | -1.70 | 8.80 | 14.37 | – | 0.80 |