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  • Sundaram Services fund (Growth)
Sundaram Mutual Fund

Sundaram Services fund (Growth)

EquitySectoral / Thematic - Services

21.541

NAV (Oct 21)

28.3%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - services mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - services mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,844 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

21.541

NAV (Oct 21)

Fund Returns

Last 1Y
80%
Last 3Y
29%
Last 5Y
NA
Last 10Y
NA
Since Inception
28.3%
6 Month CAGR
42.8%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.32
Launched (3y ago)
Sep 21, 2018
AUM in Crores
1843.436
ISIN
INF903JA1EX7
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rahul Baijal

Fund Manager

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Rohit Seksaria

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Diversified

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
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    Investing has helped me dream bigger for my life
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    About Sundaram Services fund (G)

    About Sundaram Services fund (G)

    Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 28.3% over a period of 3 years. . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rahul Baijal, Rohit Seksaria

    Sundaram Services fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Services fund (G) NAV,AUM,Risk

    The Sundaram Services fund (G) fund was launched on Sep 21, 2018. The NAV (Net Asset Value) of this Sectoral / Thematic - Services Equity fund as of 2021-10-21 is ₹21.54. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1843.436. The category risk of the Sundaram Services fund (G) fund is Very High Risk. The fund charges 2.32 % as expense ratio.

    Sundaram Services fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 91.7% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , treps , mindtree ltd , reliance industries ltd , bharti airtel ltd , housing development finance corp ltd , axis bank ltd , container corporation of india ltd , indraprastha gas ltd , indian railway catering and tourism corp ltd , bajaj finserv ltd , apollo hospitals enterprise ltd , kotak mahindra bank ltd , angel one ltd ordinary shares , westlife development ltd , home first finance co india ltd ordinary shares , affle india ltd , bajaj finance ltd , cash and other net current assets , quess corp ltd , tata elxsi ltd , sbi life insurance company limited , burger king india ltd ordinary shares , mahindra logistics ltd , trent ltd , phoenix mills ltd , page industries ltd , titan co ltd , multi commodity exchange of india ltd , indiamart intermesh ltd , easy trip planners ltd ordinary shares , happiest minds technologies ltd ordinary shares , zee entertainment enterprises ltd , uti asset management co ltd , sis ltd ordinary shares , transport corp of india ltd , inox leisure ltd , healthcare global enterprises ltd , info edge (india) ltd , just dial ltd , hdfc life insurance company limited , devyani international ltd , zomato ltd , icici lombard general insurance co ltd , avenue supermarts ltd , oriental hotels ltd , lemon tree hotels ltd , makemytrip ltd , metropolis healthcare ltd , bharti airtel ltd - rights entitlement

    Sundaram Services fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram Services fund (G) Investment volatility and Horizon

    This fund 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 S&P BSE 200 India TR INR

    Sundaram Services fund (G) Review

    Sundaram Services fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Services fund (G) has a score of 4 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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