Sundaram Services Fund – Direct Growth

750
Min SIP
100
Min Lumpsum
0.82 %
Expense Ratio
Rating
3,230
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.4% 22.5% 23.4% 22.1%
Category Average 20.9% 11% 14.4% -

Scheme Allocation

By Holding
By Sector
By Asset
9.77%
7.78%
Others
65.73%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.77%
Bharti Airtel Telecomm-Service Equity 8.25%
HDFC Bank Banks Equity 7.78%
Reliance Industr Refineries Equity 5.28%
Chola Financial Finance Equity 3.19%
Apollo Hospitals Healthcare Equity 3.13%
Titan Company Diamond, Gems and Jewellery Equity 2.87%
IndusInd Bank Banks Equity 2.53%
Axis Bank Banks Equity 2.5%
LTIMindtree IT - Software Equity 2.48%
ICICI Pru Life Insurance Equity 2.23%
Ujjivan Fin.Ser. Finance Equity 2.2%
Can Fin Homes Finance Equity 1.95%
Equitas Sma. Fin Banks Equity 1.93%
Multi Comm. Exc. Miscellaneous Equity 1.91%
Fortis Health. Healthcare Equity 1.88%
Chalet Hotels Hotels & Restaurants Equity 1.8%
PVR Inox Entertainment Equity 1.8%
Rategain Travel IT - Software Equity 1.78%
Westlife Food Quick Service Restaurant Equity 1.73%
Bajaj Finance Finance Equity 1.68%
SBI Life Insuran Insurance Equity 1.64%
Container Corpn. Logistics Equity 1.53%
Affle India IT - Software Equity 1.45%
Avenue Super. Retail Equity 1.42%
Phoenix Mills Realty Equity 1.37%
Page Industries Readymade Garments/ Apparells Equity 1.35%
Indraprastha Gas Gas Distribution Equity 1.35%
Coforge IT - Software Equity 1.34%
Persistent Sys IT - Software Equity 1.34%
Guj.St.Petronet Gas Distribution Equity 1.25%
AAVAS Financiers Finance Equity 1.22%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.05%
Transport Corp. Logistics Equity 1.03%
Sapphire Foods Quick Service Restaurant Equity 1.02%
Senco Gold Diamond, Gems and Jewellery Equity 0.98%
Aster DM Health. Healthcare Equity 0.88%
SIS Miscellaneous Equity 0.84%
UTI AMC Finance Equity 0.75%
Angel One Stock/ Commodity Brokers Equity 0.73%
ICICI Lombard Insurance Equity 0.71%
CSB Bank Banks Equity 0.53%
Medi Assist Ser. Insurance Equity 0.5%
Cholaman.Inv.&Fn Finance Equity 0.38%
Kotak Mah. Bank Banks Equity 0.37%
Tata Technolog. IT - Software Equity 0.17%
Metropolis Healt Healthcare Equity 0.15%
C.E. Info System IT - Software Equity 0.12%
Banks
25.41%
Finance
10.61%
Telecom-Services
8.25%
IT-Software
7.06%
Healthcare Services
6.04%
Others
42.63%
View all Sectors
Sectors Asset
Banks 25.41%
Finance 10.61%
Telecom-Services 8.25%
IT-Software 7.06%
Healthcare Services 6.04%
Debt 5.75%
Petroleum Products 5.28%
Insurance 5.08%
Leisure Services 4.55%
Consumer Durables 3.85%
Capital Markets 3.39%
Gas 2.6%
Transport Services 2.56%
Retailing 2.46%
Entertainment 1.8%
IT-Services 1.62%
Realty 1.37%
Textiles & Apparels 1.35%
Others 1.25%
Commercial Services & Sup 0.84%
Cash & Others -1.12%
Equity
94.12%
Reverse Repos
5.16%
Derivatives
0.71%
T-Bills
0.59%
Foreign Equity
0.54%

Advance Ratio

11.46
Alpha
4.09
SD
0.87
Beta
1.25
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

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.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Services Fund – Direct Growth ?

You can invest in Sundaram Services Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Services Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Services Fund – Direct Growth ?

The NAV of Sundaram Services Fund – Direct Growth is ₹29.7 as of 04 March 2024.

How to redeem Sundaram Services Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Services Fund – Direct Growth?

The minimum SIP amount of Sundaram Services Fund – Direct Growth is ₹750

What are the top sectors Sundaram Services Fund – Direct Growth has invested in?

The top sectors Sundaram Services Fund – Direct Growth has invested in are
  1. Banks - 25.41%
  2. Finance - 10.61%
  3. Telecom-Services - 8.25%
  4. IT-Software - 7.06%
  5. Healthcare Services - 6.04%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Services Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Services Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Services Fund – Direct Growth generated ?

The Sundaram Services Fund – Direct Growth has delivered 22.1% since inception

What is the expense ratio of Sundaram Services Fund – Direct Growth ?

The expense ratio of Sundaram Services Fund – Direct Growth is 0.82 % as of 04 March 2024.

What is the AUM of Sundaram Services Fund – Direct Growth?

The AUM of Sundaram Services Fund – Direct Growth is ₹49,195 Cr as of 04 March 2024

What are the top stock holdings of Sundaram Services Fund – Direct Growth?

The top stock holdings of Sundaram Services Fund – Direct Growth are
  1. ICICI Bank - 9.77%
  2. Bharti Airtel - 8.25%
  3. HDFC Bank - 7.78%
  4. Reliance Industr - 5.28%
  5. Chola Financial - 3.19%

How can I redeem my investments in Sundaram Services Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Services Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now