Sundaram Services Fund
750
Min SIP
100
Min Lumpsum
0.81 %
Expense Ratio
Rating
2,393
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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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 | 16% | 31.4% | - | 20.3% | ||||
| Category Average | 8.7% | 23.5% | 12.2% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
H D F C
Bharti Airtel
Reliance Industr
HDFC Bank
Others
Advance Ratio
0.79
Alpha
4.64
SD
0.81
Beta
0.52
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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. |
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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 Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 2,373
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30.3%Fund Size - 2,373
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43.4%Fund Size - 2,373
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17.1%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
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- 293
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0.5%Fund Size - 293
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4.4%Fund Size - 293
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2.9%Fund Size - 293
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- Equity .
- Sectoral / Thematic .
-
- 9,940
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0.9%Fund Size - 9,940
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38.4%Fund Size - 9,940
-
21.7%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.5%Fund Size - 1,241
-
35.7%Fund Size - 1,241
-
15%Fund Size - 1,241
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- Equity .
- Sectoral / Thematic .
-
- 95
-
17%Fund Size - 95
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32.1%Fund Size - 95
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13.9%Fund Size - 95
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
How to invest in Sundaram Services Fund ?
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"
What is the NAV of Sundaram Services Fund ?
The NAV of Sundaram Services Fund is ₹23.8 as of 02 June 2023.
How to redeem Sundaram Services Fund 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?
The minimum SIP amount of Sundaram Services Fund is ₹750
What are the top sectors Sundaram Services Fund has invested in??
The top sectors Sundaram Services Fund has invested in are
- ICICI Bank - 9.88%
- H D F C - 7.68%
- Bharti Airtel - 6.97%
- Reliance Industr - 5.3%
- HDFC Bank - 4.61%
How much returns have Sundaram Services Fund generated ?
The Sundaram Services Fund has delivered 20.3% since inception
What is the expense ratio of Sundaram Services Fund ?
The expense ratio of Sundaram Services Fund is 0.81 % as of 02 June 2023.
What is the AUM of Sundaram Services Fund?
The AUM of Sundaram Services Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Services Fund?
The top stock holdings of Sundaram Services Fund are
- ICICI Bank - 9.88%
- H D F C - 7.68%
- Bharti Airtel - 6.97%
- Reliance Industr - 5.3%
- HDFC Bank - 4.61%