- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct Plan Growth
₹ 38.06
NAV (Jul 25)
The Services benchmark index has performed moderately well over time however, the funds in this category have underperformed the benchmark index over an extended period.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Sundaram Services Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,48,988
Wealth Gained14,81,600
Total Corpus Created (₹)
With CAGR of 27.086 % in 5 yearsHistorical NAV
₹ 38.062
NAV (Jul 25)
Fund Returns
Last 1Y | 13.7% |
Last 3Y | 22.3% |
Last 5Y | 27.1% |
Last 10Y | - |
Since Inception | 21.6% |
6 Month CAGR | 13.1% |
Scheme Information
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Expense Ratio | 0.88 % |
Launched 6Y ago | 2018-09-21 |
AUM in Crores | 4428.8 |
ISIN | INF903JA1FA2 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Service Sector Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Services Fund Direct (G) | 14,81,600 | 7,48,988 | 27.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Bharti Airtel Ltd.
7.91%HDFC Bank Ltd.
7.9%Reliance Industries Ltd.
5.01%ICICI Securities Ltd.
3.55%Cholamandalam Financial Holdings Ltd.
3.45%
Allocation by Sector
Financial
35.73%Services
20.05%Communication
10.64%Technology
8.77%Healthcare
6.44%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr | ||
₹ 17,427 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.9% | 9.5% | ||
13.9% | 9.5% | ||
26.7% | 18.8% | ||
8.1% | 7.6% | ||
18.4% | 12.5% |
Sundaram Services Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,48,988
Wealth Gained14,81,600
Total Corpus Created (₹)
With CAGR of 27.086 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Services Fund Direct Plan Growth?
What is the current AUM of Sundaram Services Fund Direct Growth?
What is the latest NAV of Sundaram Services Fund Direct Growth?
What is the Riskometer rating for Sundaram Services Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Services Fund Direct Plan?
Which are the top stock holdings in Sundaram Services Fund Direct Plan?
What is the asset allocation of Sundaram Services Fund Direct Plan Growth?
What has been the performance of Sundaram Services Fund Direct Growth returns?
Does Sundaram Services Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Services Fund Direct Plan Growth?
How to invest in Sundaram Services Fund Direct Growth?
How can I redeem my investment in Sundaram Services Fund Direct Plan?