Sundaram Services Fund Regular Plan - Growth

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NAV
₹ 21.0544 ₹ -0.01 (-0.06 %)
as on 07-02-2023
Asset Size (AUM)
2,343.96 Cr
Launch Date
Sep 21, 2018
Investment 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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Sep 21, 2018
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18.51

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.73 %
Expense Ratio
2.14%
Volatility
24.14 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, Rohit Seksaria
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 07-02-2023

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Services Fund Regular Plan - Growth 21-09-2018 3.18 16.64 16.54 0.0 0.0
ICICI Prudential FMCG Fund - Growth 31-03-1999 20.07 18.04 15.75 12.51 14.05
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 15.29 0.0 0.0 0.0 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 11.32 11.67 17.23 4.27 16.65
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 10.52 26.15 23.16 0.0 0.0
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 8.74 17.02 16.24 10.17 7.44
Quant ESG Equity Fund - Growth Option - Regular Plan 06-11-2020 8.74 30.07 0.0 0.0 0.0
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 7.34 12.02 16.58 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 6.97 0.0 0.0 0.0 0.0
Nippon India Quant Fund -Growth Plan - Growth Option 02-02-2005 6.68 13.81 16.59 11.05 11.43
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings