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.
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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.
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.
Sundaram Asset Management Company Ltd manages assets worth 33,145 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Sundaram Services fund (DP-A)
About Sundaram Services fund (DP-A)
Sundaram Services fund (DP-A) is a sectoral / thematic - services equity fund and has delivered an annualised return of 20.9% over a period of 3 years ..The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Rahul Baijal, Rohit Seksaria, S Krishnakumar
Sundaram Services fund (DP-A) 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 (DP-A) NAV,AUM,Risk
The Sundaram Services fund (DP-A) fund was launched on Sep 21, 2018. The NAV (Net Asset Value) of this sectoral / thematic - services equity as of 2021-03-05 is ₹ 14.5661. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 1330.946. The category risk of the Sundaram Services fund (DP-A) fund is Very High Risk.
The fund charges 2.19 % as expense ratio.
Sundaram Services fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 97.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and bharti airtel ltd
Sundaram Services fund (DP-A) 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 (DP-A) 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 (DP-A) Review
Sundaram Services fund (DP-A) has a score of 1 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 (DP-A) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
