Sundaram Services Fund Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 21-09-2018
AUM:
₹ 4,428.77 Cr
Expense Ratio
1.88%
Benchmark
NIFTY Service Sector TRI
ISIN
INF903JA1EX7
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1: Mr. Rohit Seksaria, FM2: Mr. Bharath S
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | 9.77 | 19.32 | 25.54 |
| Nifty Services Sector TRI | 4.06 | 12.43 | 18.84 |
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
34.8407
Last change
-0.15 (-0.4325%)
Fund Size (AUM)
₹ 4,428.77 Cr
Performance
19.95% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To seek 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. however, there can be no assurance that the investment objective of the Scheme will be realized.
Fund Manager
FM1: Mr. Rohit Seksaria, FM2: Mr. Bharath S
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 8.22 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.32 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.19 |
| Cash and Other Net Current Assets | 4.22 |
| ZOMATO LIMITED EQ | 3.91 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.64 |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/- | 3.57 |
| PNB HOUSING FINANCE LTD EQ | 3.01 |
| ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ | 2.77 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.71 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 39.08 |
| Consumer Services | 10.73 |
| Telecommunication | 10.52 |
| Information Technology | 8.93 |
| Healthcare | 6.89 |
| Services | 6.04 |
| Oil, Gas & Consumable Fuels | 5.19 |
| Consumer Durables | 2.89 |
| Realty | 1.61 |
| Media, Entertainment & Publication | 0.93 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Services Reg Gr | 25.54 |
| ICICI Pru India Opportunities Cum | 30.66 |
| ICICI Pru Exports & Services Gr | 24.2 |
| Franklin India Opportunities Gr | 29.89 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.52 |
| ICICI Pru Commodities Gr | 33.44 |
| HDFC Defence Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 21.39 |
| SBI Equity Minimum Variance Fund Reg Gr | 17.54 |