Sundaram Asset Management Company Limited

Sundaram Services Fund Regular Plan - Growth

EquityThematic - Service Industries
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return13.4%
  • 3 yr return31.3%
  • 5 yr return-
  • Expense Ratio2%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees2393.2
  • NAVRupees22.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Write a Review

Investment Objective

To Seek Capital Appreciation By Investing In Equity / Equity Related Instruments Of Companies Who Drive A Majoirty Of Their Income From Business Predominantly In The Services Sector Of The Economy. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized.Services Sector Includes Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Education, Staffing, Wealth Management, Media, Retail, Aviation, Legal, Architecture, Designservices Etc.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd 9.8
  • Housing Development Finance Corporation Ltd 7.6
  • Bharti Airtel Ltd 6.9
  • Reverse Repo 6.4
  • Reliance Industries Ltd 5.3
  • HDFC Bank Ltd 4.6
  • Axis Bank Ltd 3.1
  • Apollo Hospitals Enterprise Ltd 3
  • Titan Company Ltd 2.8
  • SBI Life Insurance Company Ltd 2.5
  • LTIMindtree Ltd 2.5
  • Sectors %
  • Banks22.7
  • Finance14.5
  • Cash/Deposits/Margins/Treps/Repo/Swaps7.4
  • Telecom6.9
  • Internet and Technology6

Fund House