Sundaram Services Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹750 ₹100 0.61 % 0★ ₹2,360 4 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹750 ₹100 0.61 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹2,360 Cr 4 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.3% 23.6% - 22.7%
Category Average 5.3% 15.8% 15.2% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
9.64%
HDFC Bank
9.39%
TREPS
7.58%
Bharti Airtel
7.36%
Reliance Industr
5.66%
Others
60.38%
Banks
24.43%
Finance
10.33%
Debt
7.58%
Telecommunication Serv
7.53%
Petroleum Products
5.66%
Others
44.48%
Equity
91.67%
Reverse Repos
7.58%
Derivatives
0.85%
Foreign Equity
0.37%
Net Curr Ass/Net Receivables
-0.47%
Others
0%

Fund House Details

Sundaram Mutual Fund

Sundaram Services Fund

Fund Manager
Rohit Seksaria

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Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Advance Ratio

0.01 1.11 0.92 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

You can invest in Sundaram Services Fund 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 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"
The Sundaram Services Fund has delivered 22.7% since inception
The NAV of Sundaram Services Fund is ₹23.6 as of 02 December 2022.
The expense ratio of Sundaram Services Fund is 0.61 % as of 02 December 2022.
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”.
Invest Now