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

Sundaram Services fund (Growth)

EquitySectoral / Thematic - Services
Top Ranked

28.3171

NAV (Apr 19)

20.7%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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 ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

28.3171

NAV (Apr 19)

Fund Returns

Last 1Y
34.5%
Last 3Y
23.5%
Last 5Y
20.7%
Last 10Y
NA
Since Inception
20.5%
6 Month CAGR
12.1%

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
1.89
Launched (6y ago)
Sep 21, 2018
AUM in Crores
3225.140
ISIN
INF903JA1EX7
Lock-in
No Lock-in
Benchmark
Nifty Services Sector TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.5
Standard Deviation (5yr)
19.8
Beta (3yr)
0.85
Beta (5yr)
0.88
Sharpe Ratio (3yr)
1.144
Sharpe Ratio (5yr)
0.793
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Services fund (Growth)70%12,40,145 5,07,53320.7%
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.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

icici bank ltd

8.2%
8.2%

bharti airtel ltd

7.9%
7.9%

hdfc bank ltd

7.5%
7.5%

reliance industries ltd

5.4%
5.4%

treps

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

40.8%
40.8%

communication services

12%
12%

consumer cyclical

11.3%
11.3%

technology

8%
8%

healthcare

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.9%

8.7%

23.5%

20.5%

5.1%

4.8%

22.6%

12.9%

20.4%

%

Sundaram Services fund (G) Review

Sundaram Services fund (G) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 20.5% over a period of 5 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 4/19/2024 is ₹28.32 with the total AUM as of 4/20/2024 is ₹3225.14. 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 Nifty Services Sector TR INR.

Sundaram Services fund (G) is rated as a 4 fund in Equity and delivered 34.5% 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 instruments 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 Top Ranked 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 1.89% for regular plan.