₹ 31.449
NAV (Jul 24)
This category has few funds and relatively small amounts invested in them.
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 31.2617
NAV (Jul 25)
Last 1Y | 29.9% |
Last 3Y | 19.3% |
Last 5Y | 23.8% |
Last 10Y | NA |
Since Inception | 21.7% |
6 Month CAGR | 15% |
To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however,there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes healthcare,Fitness,tourism & hospitality,transportation & Logistics,education,Staffing,Wealth management,media,Retail,aviation,Legal,architecture,Design services etc.
Expense Ratio | 1.89 |
Launched (6y ago) | Sep 21, 2018 |
AUM in Crores | 3631.825 |
ISIN | INF903JA1EX7 |
Lock-in | No Lock-in |
Benchmark | Nifty Services Sector TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.3 |
Standard Deviation (5yr) | 20 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 1.054 |
Sharpe Ratio (5yr) | 0.867 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Services fund (Growth) | 13,50,812 | 6,18,200 | 23.8% | |
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.
hdfc bank ltd
8%bharti airtel ltd
7.9%reliance industries ltd
5.4%icici securities ltd
3.6%cholamandalam financial holdings ltd
3.5%financial services
42.7%communication services
14.8%consumer cyclical
12.7%technology
8.1%healthcare
6.8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 24,345 cr | ||
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12% | 8.9% | ||
19.4% | 21.7% | ||
5.4% | 4.9% | ||
21.9% | 13.5% | ||
20.2% | % |
Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 21.7% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Pathanjali Srinivasan, Rohit Seksaria, S. Bharath.
Nav of Sundaram Services fund (G) as of 7/24/2024 is ₹31.45 with the total AUM as of 7/26/2024 is ₹3631.825. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Services fund (G) was launched on Sep 21, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Services fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Services fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Services Sector TR INR.
Sundaram Services fund (G) is rated as a 4 fund in Equity and delivered 29.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Services fund (G).
What is Sundaram Services fund (G)?
How to invest in Sundaram Services fund (G)?
You can invest in Sundaram Services fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Services fund (G)?
The minimum sip amount for Sundaram Services fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Services fund (G) good to invest in?
As per Scripbox experts, Sundaram Services fund (G) is a Top Ranked fund. You can investSundaram Services fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Services fund (G)?
The expense ratio of the Sundaram Services fund (G) is 1.89% for regular plan.