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Sundaram Services Fund Direct - Growth
NAV as of(Aug 11, 2023)
₹ 25.67 -0.53 % 1-D Change
Returns 
21.22% p.a.
You get upto 1.25%extra returns
- Monthly SIP
Monthly SIP is not available for this fund - Lumpsum Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
This fund vs
Show performance of:
Scheme Details
| VRO Rating | |
| Expense ratio | 0.89% As on Dec 31, 2022 |
| Exit Load | 1.0% |
| AUM (Fund Size) | ₹ 2,754 Crs |
| Lock-in | No Lockin |
| Age | 4 yrs 11 m Since Aug 29, 2018 |
| Benchmark | NIFTY Service Sector TRI |
| Min. Investment | SIP ₹100 & Lumpsum ₹100 |
About Sundaram Services Fund
Sundaram Services Fund Direct - Growth is a Thematic mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 4 yrs 11 m, having been launched on 29/08/2018. Sundaram Services Fund Direct - Growth has ₹2,754 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.89%, which is higher than what most other Thematic funds charge.
.....- Sundaram Services Fund Direct - Growth returns of last 1-year are 16.19%. Since launch, it has delivered 21.26% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Sundaram Services Fund Direct - Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is above average.
- The fund has the majority of its money invested in Financial, Services, Communication, Technology, Healthcare sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Reliance Industries Ltd., Tube Investments Of India Ltd..
Investment Returns Calculator
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Category Average | |||
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Dec 31, 2022Top Stock Holdings
Allocation by Market Cap
Large Cap 53.16%
Mid Cap 14.32%
Small Cap 27.34%
Other Cap 0.33%
Allocation by Sector
Financial 39.02%
Services 17.17%
Communication 7.36%
Technology 6.96%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 3.68%
Repo 1.33%
Foreign - Equity 0.33%
Other Holdings
Others 1.33%
Want to know in detail about the portfolio of this fund?
Comparison with thematic Funds
as on Aug 14, 2023| Fund name | Annual Return % | ||
|---|---|---|---|
| ICICI Prudential Commodities Fund | 42.48% | ||
| ICICI Prudential India Opportunities Fund | 37.81% | ||
| Sundaram Services Fund | 30.68% | ||
| ICICI Prudential Manufacturing Fund | 30.55% | ||
| Franklin India Opportunities Fund | 29.68% | ||
| HSBC Business Cycles Fund | 29.17% |
Trailing Returns and Ranks
as on Feb 08, 2023| Period | Trailing returns | Category average |
|---|---|---|
| 1 month | 0.83% | 1.94% |
| 3 months | 9.78% | 10.78% |
| 6 months | 15.72% | 16.37% |
| 1 year | 14.63% | 17.22% |
| 3 years | 30.68% | 26.34% |
Want to know in detail about the returns of this fund?
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Sundaram Services Fund
EQUITY THEMATIC
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.
- Std. Dev : 15.62
- Alpha : 4.65
- Beta : 1.03
- Sharpe : 1.58
- Sortino : 3.28
Rohit Seksaria
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Ravi Gopalakrishnan
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Sundaram Mutual Fund
TOTAL AUM:
₹45,612 Crs
As on Jun 30, 2023
- Phone: 1860-425-7237
- Address: Sundaram Towers No. 46,,1st& 2nd Floor,
Whites Road,
Royapettah
Chennai, 600014
Frequently Asked questions
How fund report card works
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
How are the returns of Sundaram Services Fund ?
The Sundaram Services Fund is a 4 yrs 11 m old fund and has delivered average annual returns of 21.22% since inception.
Sundaram Services Fund Returns
| 1-Year | 3-Year | Since Inception |
|---|---|---|
| 14.63% | 30.68% | 21.22% |
What is the current NAV of Sundaram Services Fund?
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Services Fund for Aug 11, 2023 is 25.67.
How do I invest in Sundaram Services Fund?
On ET Money, Investing in Sundaram Services Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
- Click on the Invest Now Button present on the top right-hand side.
- Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
- Provide few more details needed including the bank account from which you will be making the payment and confirm.
- That's it. Your SIP or one-time investment in Sundaram Services Fund is done.
How much does Sundaram Services Fund charge as expense ratio?
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Services Fund is 0.89%. .
How can I redeem my investments in Sundaram Services Fund?
Redeeming your investments in Sundaram Services Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Services Fund from anywhere else, you can go to the fund house website and put a request through it.
What is the AUM or size of Sundaram Services Fund?
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Services Fund is ₹2,754 Crs.
What are the top stock holdings of Sundaram Services Fund?
The Sundaram Services Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd. | 9.98% |
| ICICI Bank Ltd. | 9.9% |
| Bharti Airtel Ltd. | 7.36% |
| Reliance Industries Ltd. | 4.85% |
| Tube Investments Of India Ltd. | 3.2% |
| Apollo Hospitals Enterprise Ltd. | 2.99% |
| Titan Company Ltd. | 2.77% |
| The Phoenix Mills Ltd. | 2.52% |
| Indusind Bank Ltd. | 2.51% |
| Zee Entertainment Enterprises Ltd. | 2.45% |
What are the top sectors Sundaram Services Fund has invested in?
The Sundaram Services Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 39.02% |
| Services | 17.17% |
| Communication | 7.36% |
| Technology | 6.96% |
| Healthcare | 6.42% |
| Unclassified | 4.85% |
| Insurance | 4.54% |
| Consumer Discretionary | 2.92% |
| Construction | 2.52% |
| Energy | 1.76% |