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Sundaram Services Fund

Growth
35.061.78% (-0.64)

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Sundaram Services Fund

Growth
EquitySectoral Fund - Service Industry
Mid-size FundAssets Under Mgmt: ₹ 3,907 Cr
Very High RiskPrinciple investment will be at very high risk
35.061.78% (-0.64)

Price Chart

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Returns
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EquitySectoral Fund - Service Industry
Mid-size FundAssets Under Mgmt: ₹ 3,907 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7648.631.46
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.6542.351.62

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Services Sector - TRI

About Sectoral Fund - Service Industry

Sectoral Funds - Service Industry are equity schemes that majorly invest in companies that provide intangible products and services. It will give exposure to entire service sector which comprised a wide range of companies invovled in retail, transport, food services and other service-dominated businesses.

Peers & Comparison

Comparing 1 mutual funds from 
EquitySectoral Fund - Service Industry

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Services Fund22.20%18.66%22.22%
ICICI Pru Exports & Services Fund26.69%21.17%19.77%

Price Comparison

Compare Sundaram Services Fund with any MF, ETF, stock or index
Compare Sundaram Services Fund with any MF, ETF, stock or index
Sundaram Services Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Treasury BillsCash & EquivalentsEquity0.98%3.95%95.07%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+18 moreInvestment Banking & BrokerageLabs & Life Sciences ServicesTelecom ServicesIT Services & ConsultingPrivate Banks46.68 %6.25 %7.46 %10.40 %11.01 %18.20 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2426.43%27.16%20.47%21.45%18.67%18.20%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.02 %

    Holdings

    8.11 %

    0.02 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.02 %

    Holdings

    5.24 %

    0.02 %
  • Bajaj Finance Ltd
    BAJFINANCE
    3M change : 1.09 %

    Holdings

    4.70 %

    1.09 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,453.40 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,780.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

S. Bharath

AUM:  ₹38,512.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Patanjali Srinivasan

AUM:  ₹6,127.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 3yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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