₹ 20.6674
NAV (Aug 05)
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Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 20.6674
NAV (Aug 5)
Last 1Y | 8.5% |
Last 3Y | 25.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.6% |
6 Month CAGR | -0.5% |
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 |
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.
icici bank ltd
9.7%hdfc bank ltd
9.7%treps
7.2%reliance industries ltd
6%bharti airtel ltd
6%financial services
42.4%communication services
14.1%consumer cyclical
8.7%energy
6%industrials
5.5%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 4,100 cr | ||
₹ 12,768 cr | ||
₹ 12,768 cr | ||
₹ 4,100 cr | ||
₹ 4,100 cr |
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.
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5% | 7.5% | ||
4.5% | 5.4% | ||
4.5% | 5.4% | ||
5.3% | 6.9% | ||
4.7% | 6.7% |
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSundaram 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).
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 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.