Sundaram Services Fund Direct Plan - Growth
Sundaram Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.72%
AUM
₹368.04 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-48.69%
Poor
6 Months
-2.63%
Poor
1 Year
+9.43%
Below Average
3 Years
+18.28%
Excellent
5 Years
+19.93%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹368.04 Cr
Recent Trend
Growing
Stability Score
12.6
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+14.61%
3Y
3Y CAGR
+72.04%
5Y
5Y CAGR
+430.15%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.90%
Annualized standard deviation
Sharpe Ratio
1.334
Good - Risk-adjusted return
Max Drawdown
-17.40%
Moderate - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.88%
Average daily price movement
Annualized Volatility
13.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance