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Sundaram Mutual Fund

Sundaram Services Fund Direct - Growth

NAV
returns change indicator
21.4980
as on 17 Sep 2021, 10:00 PM
0.0716(0.33%)
Last Change
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Sundaram Balanced Advantage Fund

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,03,499
star
1,06,749
star
1,73,801
star
1,76,063
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
76,063
Profit (absolute return)
76.06%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
19.37%
In the last 6 months
34.30%
In the last 1 year
76.06%
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
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Services Fund Direct - Growth
Sundaram Services Fund Direct - Growth
as of 31 Aug 2021, 05:30 AM
1,768.74 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.
0.96%
Expense Ratio
Plan
Growth
9.12%
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 Aug 2021
Sort By
Financial
36.43%
644.28 Cr
Services
21.37%
377.92 Cr
Cash Holding
9.12%
161.36 Cr
Technology
8.31%
147.01 Cr
Energy
8.00%
141.50 Cr
Communication
6.50%
115.02 Cr
Healthcare
4.05%
71.66 Cr
Insurance
2.12%
37.57 Cr
Textiles
1.27%
22.53 Cr
Construction
1.16%
20.46 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Others
9.00%
159.19 Cr
ICICI Bank Ltd.
8.39%
148.40 Cr
HDFC Bank Ltd.
7.04%
124.52 Cr
MindTree Ltd.
5.08%
89.85 Cr
Housing Development Finance Corpn. Ltd.
3.55%
62.79 Cr
Bharti Airtel Ltd.
2.88%
50.94 Cr
Quess Corp Ltd.
2.84%
50.23 Cr
Angel Broking Ltd.
2.80%
49.52 Cr
Axis Bank Ltd.
2.78%
49.17 Cr
Westlife Development Ltd.
2.78%
49.17 Cr
View All
View All

About Sundaram Services Fund Direct - Growth

Sundaram Services Fund Direct - Growth 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 and Rohit Seksaria. It has an AUM of ₹1,768.74 Crores and the latest NAV decalared is ₹21.498 as on 18 Sep 2021 at 1:02 pm.
Sundaram Services Fund Direct - Growth scheme return performance in last 1 year is 76.06%, is 114.57% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,768.74 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237