- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Services fund (Growth)
Sundaram Services fund (Growth)
₹ 22.1846
NAV (Nov 25)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.1846
NAV (Nov 25)
Fund Returns
Last 1Y | 1.8% |
Last 3Y | 21.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21% |
6 Month CAGR | 17.2% |
Scheme Information
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 | 2.02 |
Launched (4y ago) | Sep 21, 2018 |
AUM in Crores | 2360.757 |
ISIN | INF903JA1EX7 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Services Sector TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 23.9 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.777 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
icici bank ltd
9.6%hdfc bank ltd
9.4%treps
7.6%bharti airtel ltd
7.4%reliance industries ltd
5.7%Allocation by Sector
financial services
42.9%communication services
14.8%consumer cyclical
8.9%industrials
5.7%energy
5.7%Compare Sundaram Services fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,865 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.4% | ||
13.7% | 11.6% | ||
12.2% | 14% | ||
12% | 7.3% | ||
11.8% | 13.7% |
Sundaram Services fund (G) Review
Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 21% over a period of 4 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 11/25/2022 is ₹22.18 with the total AUM as of 11/26/2022 is ₹2360.757. 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 0 fund in Equity and delivered 1.8% 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)?
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 Not Reviewed Yet 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 2.02% for regular plan.