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Sundaram Services fund (Growth)

Returns (1yr)
0.69 %
Latest NAV
11.08

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 12th of July, 06:46 PM

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.

Fund Managers

  • profile-pic
    Rahul Baijal
    profile-pic
    Rohit Seksaria
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    1.24
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 1074.31 Crores
    ISIN
    ISIN
    INF903JA1EX7
  • Category Risk:

    Moderately High risk

Holding Information

as on 12th of July, 06:46 PM

Top Holding

Reliance Industries Ltd
8%
Icici Bank Ltd
8%
Bharti Airtel Ltd
8%
Hdfc Bank Ltd
8%
Housing Development Finance Corp Ltd
5%

Top Sectors

Financial Services
35%
Consumer Cyclical
16%
Communication Services
15%
Industrials
9%
Energy
8%

Allocation

Equity
93%
Others
7%
Debt
0%

Investment Return Calculator

as on 12th of July, 06:46 PM
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  • Savings Bank
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  • Gold
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 12th of July, 06:46 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Services Regular Growth is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Rahul Baijal, Rohit Seksaria, S Krishnakumar. 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. The fund charges 1.24000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.