- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Services Transfer fund (PIDCW-A)
Formerly Sundaram Services Reg DS
Sundaram Services Transfer fund (PIDCW-A)
₹ 21.0518
NAV (Apr 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.0518
NAV (Apr 22)
Fund Returns
Last 1Y | 25.1% |
Last 3Y | 17.6% |
Last 5Y | 17.2% |
Last 10Y | NA |
Since Inception | 17.4% |
6 Month CAGR | 4.3% |
Scheme Information
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 | |
Lock-in | No Lock-in |
Benchmark | Nifty Services Sector TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.6 |
Standard Deviation (5yr) | 20.7 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0.692 |
Sharpe Ratio (5yr) | 0.624 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Services Transfer fund (PIDCW-A) | 11,28,347 | 3,95,735 | 17.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
bharti airtel ltd
8.5%icici bank ltd
7.6%hdfc bank ltd
7.1%reliance industries ltd
5.4%treps
4.3%Allocation by Sector
financial services
40.8%communication services
12.5%consumer cyclical
11.8%technology
7.6%healthcare
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Services Transfer fund (PIDCW-A) Review
Sundaram Services Transfer fund (PIDCW-A) is a Sectoral / Thematic - Services Equity fund and has delivered an annualised return of 17.4% over a period of 5 years. The fund was previously known as Sundaram Services Reg DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria.
Nav of Sundaram Services Transfer fund (PIDCW-A) as of 4/22/2024 is ₹21.05 with the total AUM as of 4/23/2024 is ₹3225.14. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Services Transfer fund (PIDCW-A) was launched on Sep 21, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Services Transfer fund (PIDCW-A) is ₹0 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 Transfer fund (PIDCW-A) 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 Transfer fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 25.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Services Transfer fund (PIDCW-A).
Frequently Asked Questions
What is Sundaram Services Transfer fund (PIDCW-A)?
How to invest in Sundaram Services Transfer fund (PIDCW-A)?
You can invest in Sundaram Services Transfer fund (PIDCW-A) 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 Transfer fund (PIDCW-A)?
The minimum sip amount for Sundaram Services Transfer fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Services Transfer fund (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Services Transfer fund (PIDCW-A) is a Top Ranked fund. You can investSundaram Services Transfer fund (PIDCW-A) 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 Transfer fund (PIDCW-A)?
The expense ratio of the Sundaram Services Transfer fund (PIDCW-A) is 1.89% for regular plan.