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) | 21.48 | 11.15 | 14.61 |
| Nifty Services Sector TRI | 22.72 | 11.64 | 13.16 |
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
22.165
Last change
0.12 (0.5242%)
Fund Size (AUM)
₹ 0 Cr
Performance
15.02% (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. | 9.31 |
| HDFC Bank Ltd. | 7.84 |
| Reliance Industries Ltd. | 5.1 |
| ICICI Bank Ltd. | 4.3 |
| Cholamandalam Financial Holdings Ltd. | 2.82 |
| Ujjivan Small Finance Bank Ltd. | 2.74 |
| Axis Bank Ltd. | 2.73 |
| ICICI Securities Ltd. | 2.57 |
| Apollo Hospitals Enterprise Ltd. | 2.5 |
| Titan Company Ltd. | 2.42 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 38.91 |
| Services | 15.44 |
| Communication | 9.31 |
| Technology | 8.99 |
| Energy | 6.24 |
| Healthcare | 6.0 |
| Consumer Discretionary | 4.58 |
| Insurance | 3.89 |
| Unclassified | 2.25 |
| Others | 1.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Services Reg IDCW Reinv | 14.61 |
| HDFC Defence Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 25.95 |
| quant Business Cycle Fund Reg Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 19.72 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 21.02 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| Taurus Ethical Fund Reg Gr | 20.19 |