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Sundaram Mutual Fund

Sundaram Services Fund Direct - Dividend Reinvestment

NAV
returns change indicator
9.2111
as on 29 May 2020, 09:00 PM
0.1057(1.16%)
Last Change
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Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
1st of Every Month

Investment Performance

would have given a return of
103,499
star
106,749
star
87,127
star
87,866
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
12,134
Profit (absolute return)
12.13%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
21.98%
In the last 6 months
19.61%
In the last 1 year
12.13%
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 moderately high risk

Scheme Information

Sundaram Services Fund Direct - Dividend Reinvestment
Sundaram Services Fund Direct - Dividend Reinvestment
as of 30 Apr 2020, 05:30 AM
1,009.90 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.
1.35%
Expense Ratio
Plan
Dividend
11.22%
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 30 Apr 2020
Sort By
Financial
34.17%
345.13 Cr
Services
26.62%
268.86 Cr
Cash Holding
11.22%
113.32 Cr
Energy
10.67%
107.74 Cr
Communication
10.17%
102.69 Cr
Healthcare
4.64%
46.90 Cr
Cons Durable
0.96%
9.66 Cr
Textiles
0.90%
9.12 Cr
Technology
0.64%
6.48 Cr

Companies Holding in this Mutual Fund

as on 30 Apr 2020
Sort By
Others
11.22%
113.31 Cr
Bharti Airtel Ltd.
8.33%
84.12 Cr
HDFC Bank Ltd.
8.04%
81.20 Cr
Reliance Industries Ltd.
7.73%
78.07 Cr
ICICI Bank Ltd.
6.75%
68.17 Cr
SBI Life Insurance Company Ltd.
4.56%
46.05 Cr
Trent Ltd.
4.42%
44.64 Cr
Housing Development Finance Corpn. Ltd.
4.08%
41.20 Cr
HDFC Standard Life Insurance Company Ltd.
2.96%
29.89 Cr
Indraprastha Gas Ltd.
2.94%
29.69 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, Dwijendra Srivastava and Rohit Seksaria. It has an AUM of ₹1,009.90 Crores and the latest NAV decalared is ₹9.211 as on 31 May 2020 at 1:57 pm.
Sundaram Services Fund Direct - Dividend Reinvestment scheme return performance in last 1 year is -12.13%, is 0.42% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,009.90 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
25,500.18 Cr
AUM
98
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237