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Sundaram Mutual Fund

Sundaram Services Fund Direct - Dividend Reinvestment

NAV
returns change indicator
13.9776
as on 19 Jan 2021, 10:35 PM
0.2183(1.59%)
Last Change
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Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
103,499
star
106,749
star
115,008
star
116,238
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
16,238
Profit (absolute return)
16.24%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
25.98%
In the last 6 months
36.47%
In the last 1 year
16.24%
In the last 3 years
NA
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Sundaram Services Fund Direct - Dividend Reinvestment
Sundaram Services Fund Direct - Dividend Reinvestment
as of 31 Dec 2020, 05:30 AM
1,286.16 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
0.68%
Expense Ratio
Plan
Dividend
1.35%
Cash Holding
Benchmark
S&P BSE 200 Total Return Index
Scheme Document
Benchmark
S&P BSE 200 Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
Financial
41.21%
530.02 Cr
Services
21.58%
277.61 Cr
Communication
10.17%
130.80 Cr
Energy
8.39%
107.91 Cr
Technology
4.87%
62.62 Cr
Healthcare
4.71%
60.59 Cr
FMCG
2.50%
32.17 Cr
Textiles
2.13%
27.46 Cr
Construction
2.06%
26.43 Cr
Cash Holding
1.35%
17.35 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
ICICI Bank Ltd.
9.93%
127.72 Cr
HDFC Bank Ltd.
9.05%
116.40 Cr
Bharti Airtel Ltd.
6.64%
85.40 Cr
Reliance Industries Ltd.
5.96%
76.66 Cr
Housing Development Finance Corpn. Ltd.
5.93%
76.27 Cr
MindTree Ltd.
3.59%
46.17 Cr
Affle (India) Ltd.
3.53%
45.40 Cr
Quess Corp Ltd.
2.91%
37.43 Cr
Westlife Development Ltd.
2.89%
37.17 Cr
Bajaj Finserv Ltd.
2.74%
35.24 Cr
View All
View All

About Sundaram Services Fund Direct - Dividend Reinvestment

Sundaram Services Fund Direct - Dividend Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 21 Sep 2018 and is currently managed by its fund managers Rahul Baijal, S Krishnakumar and Rohit Seksaria. It has an AUM of ₹1,286.16 Crores and the latest NAV decalared is ₹13.978 as on 20 Jan 2021 at 10:50 pm.
Sundaram Services Fund Direct - Dividend Reinvestment scheme return performance in last 1 year is 16.24%, is 52.38% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,286.16 Cr
Category:Equity: Thematic
Launch Date:21 Sep 2018
Fund Type:Open-End

Scheme Objective

The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
31,767.31 Cr
AUM
92
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237