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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 23.1% | 31% | 21.6% | 21.5% | ||||
Category Average | 10.8% | 21.4% | 12.5% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
ICICI Bank | Banks | Equity | 9.37% |
HDFC Bank | Banks | Equity | 9.36% |
Bharti Airtel | Telecomm-Service | Equity | 6.98% |
Reliance Industr | Refineries | Equity | 4.51% |
Chola Financial | Finance | Equity | 3.18% |
Titan Company | Diamond, Gems and Jewellery | Equity | 2.82% |
Apollo Hospitals | Healthcare | Equity | 2.74% |
Zee Entertainmen | Entertainment | Equity | 2.68% |
Phoenix Mills | Realty | Equity | 2.58% |
PVR Inox | Entertainment | Equity | 2.56% |
LTIMindtree | IT - Software | Equity | 2.53% |
IndusInd Bank | Banks | Equity | 2.41% |
Westlife Food | Quick Service Restaurant | Equity | 2.25% |
ICICI Pru Life | Insurance | Equity | 2.15% |
Axis Bank | Banks | Equity | 2.06% |
Equitas Sma. Fin | Banks | Equity | 1.76% |
Indraprastha Gas | Gas Distribution | Equity | 1.75% |
SBI Life Insuran | Insurance | Equity | 1.75% |
Multi Comm. Exc. | Miscellaneous | Equity | 1.75% |
Coforge | IT - Software | Equity | 1.7% |
Page Industries | Readymade Garments/ Apparells | Equity | 1.68% |
Persistent Sys | IT - Software | Equity | 1.67% |
Fortis Health. | Healthcare | Equity | 1.62% |
AAVAS Financiers | Finance | Equity | 1.5% |
Container Corpn. | Logistics | Equity | 1.48% |
Chalet Hotels | Hotels & Restaurants | Equity | 1.48% |
Affle India | IT - Software | Equity | 1.46% |
Angel One | Stock/ Commodity Brokers | Equity | 1.41% |
CSB Bank | Banks | Equity | 1.23% |
Avenue Super. | Retail | Equity | 1.2% |
Rategain Travel | IT - Software | Equity | 1.18% |
CreditAcc. Gram. | Finance | Equity | 1.17% |
Sapphire Foods | Quick Service Restaurant | Equity | 1.16% |
Info Edg.(India) | E-Commerce/App based Aggregator | Equity | 1.04% |
Transport Corp. | Logistics | Equity | 1.03% |
SIS | Miscellaneous | Equity | 0.97% |
Global Health | Healthcare | Equity | 0.86% |
Bajaj Finance | Finance | Equity | 0.86% |
Cholaman.Inv.&Fn | Finance | Equity | 0.83% |
Metropolis Healt | Healthcare | Equity | 0.82% |
C.E. Info System | IT - Software | Equity | 0.75% |
ICICI Lombard | Insurance | Equity | 0.71% |
UTI AMC | Finance | Equity | 0.7% |
Can Fin Homes | Finance | Equity | 0.43% |
Kotak Mah. Bank | Banks | Equity | 0.41% |
SBFC Finance | Finance | Equity | 0.25% |
Senco Gold | Diamond, Gems and Jewellery | Equity | 0.15% |
Sectors | Asset |
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Banks | 27.71% |
Finance | 9.28% |
Telecom-Services | 7.36% |
Healthcare Services | 6.43% |
IT-Software | 5.49% |
Debt | 5.01% |
Petroleum Products | 4.85% |
Leisure Services | 4.74% |
Entertainment | 4.71% |
Insurance | 4.54% |
Capital Markets | 3.78% |
Consumer Durables | 2.92% |
Realty | 2.52% |
Transport Services | 2.39% |
Retailing | 2.35% |
Gas | 1.76% |
Textiles & Apparels | 1.6% |
IT-Services | 1.47% |
Commercial Services & Sup | 0.91% |
Others | 0.33% |
Cash & Others | -0.15% |
Advance Ratio
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. |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
ICICI Pru Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 2,986
-
41.9%Fund Size - 2,986
-
46.7%Fund Size - 2,986
-
22.3%Fund Size - 2,986
-
Franklin Build India Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,506
-
42.7%Fund Size - 1,506
-
42.9%Fund Size - 1,506
-
20.7%Fund Size - 1,506
-
LIC MF Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 116
-
30.4%Fund Size - 116
-
36.1%Fund Size - 116
-
19.8%Fund Size - 116
-
Franklin India Opportunities Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,177
-
35.9%Fund Size - 1,177
-
30.2%Fund Size - 1,177
-
18.4%Fund Size - 1,177
-
ICICI Pru Banking & Financial Services – Dir Growth- Equity .
- Sectoral / Thematic .
-
- 6,740
-
21.1%Fund Size - 6,740
-
27.5%Fund Size - 6,740
-
13.9%Fund Size - 6,740
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Services Fund – Direct Growth ?
- 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 ?
How to redeem Sundaram Services Fund – Direct Growth holding ?
What is the minimum sip amount of Sundaram Services Fund – Direct Growth?
What are the top sectors Sundaram Services Fund – Direct Growth has invested in?
- Banks - 27.71%
- Finance - 9.28%
- Telecom-Services - 7.36%
- Healthcare Services - 6.43%
- IT-Software - 5.49%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Services Fund – Direct Growth?
How much returns have Sundaram Services Fund – Direct Growth generated ?
What is the expense ratio of Sundaram Services Fund – Direct Growth ?
What is the AUM of Sundaram Services Fund – Direct Growth?
What are the top stock holdings of Sundaram Services Fund – Direct Growth?
- ICICI Bank - 9.37%
- HDFC Bank - 9.36%
- Bharti Airtel - 6.98%
- Reliance Industr - 4.51%
- Chola Financial - 3.18%
How can I redeem my investments in Sundaram Services Fund – Direct Growth?
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.