• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Services fund (Growth)
Sundaram Mutual Fund

Sundaram Services fund (Growth)

EquitySectoral / Thematic - Services

20.6674

NAV (Aug 05)

20.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 2,200 Cr

Outperformance Consistency

View all 7 analysis

View Less

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.6674

NAV (Aug 5)

Fund Returns

Last 1Y

8.5%

Last 3Y

25.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

20.6%

6 Month CAGR

-0.5%

Scheme Information

Investment Objective

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

2.08

Launched (4y ago)

Sep 21, 2018

AUM in Crores

2199.501

ISIN

INF903JA1EX7

Lock-in

No Lock-in

Benchmark

IISL Nifty Services Sector TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Rohit Seksaria

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-08-05

Top Stock Holdings

icici bank ltd

9.7%
9.7%

hdfc bank ltd

9.7%
9.7%

treps

7.2%
7.2%

reliance industries ltd

6%
6%

bharti airtel ltd

6%
6%
See all holdings

Allocation by Sector

financial services

42.4%
42.4%

communication services

14.1%
14.1%

consumer cyclical

8.7%
8.7%

energy

6%
6%

industrials

5.5%
5.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 54,061 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Services fund (G) Review

    Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 20.6% over a period of 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria.

    Nav of Sundaram Services fund (G) as of 8/5/2022 is ₹20.67 with the total AUM as of 8/8/2022 is ₹2199.501. 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 IISL Nifty Services Sector TR INR.

    Sundaram Services fund (G) is rated as a 2 fund in Equity and delivered 8.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Services fund (G).

    Frequently Asked Questions

    What is Sundaram Services fund (G)?

    Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 2.08% for regular plan.