Sundaram Services Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Thematic-Others
Launch Date: 21-09-2018
AUM:
₹ 0 Cr
Expense Ratio
%
Benchmark
NIFTY Service Sector TRI
ISIN
INF903JA1EZ2
Minimum Investment
Minimum Topup
Minimum SIP Amount
250
Fund Manager
Mr. Dwijendra Srivastava, Mr. Rahul Baijal, Mr. Rohit Seksaria and Mr. Krishna Kumar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Services Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) | 18.16 | 12.49 | 14.29 |
| Nifty Services Sector TRI | 17.98 | 12.62 | 13.52 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
20.6929
Last change
-0.01 (-0.071%)
Fund Size (AUM)
₹ 0 Cr
Performance
13.81% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Fund Manager
Mr. Dwijendra Srivastava, Mr. Rahul Baijal, Mr. Rohit Seksaria and Mr. Krishna Kumar
Riskometer
MODERATELY HIGH
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bharti Airtel Ltd. | 8.89 |
| HDFC Bank Ltd. | 7.72 |
| ICICI Bank Ltd. | 5.59 |
| Reliance Industries Ltd. | 5.18 |
| Others | 3.61 |
| Cholamandalam Financial Holdings Ltd. | 2.78 |
| Ujjivan Financial Services Ltd. | 2.7 |
| Titan Company Ltd. | 2.66 |
| Apollo Hospitals Enterprise Ltd. | 2.53 |
| Axis Bank Ltd. | 2.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 38.69 |
| Services | 14.82 |
| Communication | 8.89 |
| Technology | 8.53 |
| Energy | 7.35 |
| Healthcare | 5.77 |
| Consumer Discretionary | 4.94 |
| Insurance | 4.03 |
| Unclassified | 2.22 |
| Others | 2.08 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Services Reg IDCW Reinv | 14.29 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |