Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 144835

Sundaram Services Fund Direct Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Direct Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-06)
₹40.2652
AMFI Code / ISIN
144835 / INF903JA1FA2
Category Peer Standing
#162 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2018-09-25 to 2026-11-06 (2,000 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+3.15% p.a.
3Y CAGR
+14.23% p.a.
5Y CAGR
+12.61% p.a.
10Y CAGR
N/A
Since Inception CAGR
+18.70% p.a.
Sortino Ratio (3Y)
0.75
Sharpe Ratio (3Y)
0.54
Calmar Ratio
0.36
Annualized Volatility (3Y)
+14.30%
Maximum Drawdown
-39.62%
1Y / 3Y / 5Y Rolling Mean CAGR
+21.35% / +22.32% / +22.39%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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