TickerKhojSundaram Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Sundaram Services Fund - Regular Plan - Growth
₹34.8511NAV on 2 Nov 2026Expense ratio 1.96%
3 Nov 2025NAV low 30.26 · high 37.48-4.1%
In plain words
Over 3 years it returned +11.8% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.4%.
On 3-year return it ranks 72 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹26,352 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.6% | +4.6% |
| 3 months | -4.3% | -3.8% |
| 6 months | +4.2% | -1.6% |
| 1 year | -3.2% | -8.1% |
| 3 years (yearly) | +11.8% | +8.0% |
| 5 years (yearly) | +10.0% | +6.5% |
| Since start (yearly) | +16.6% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,969 | -0.1% |
| 3 years | ₹3,60,000 | ₹3,90,352 | +5.3% |
| 5 years | ₹6,00,000 | ₹7,80,217 | +10.4% |
Other plan of this fund: Sundaram Services Fund - Direct Plan - Growth