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Fund Details
Sundaram Services Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.97% |
| NAV | ₹16.49 (17 Jun 2021) |
|---|---|
| Fund Started | 25 Sep 2018 |
| Fund Size | ₹1,482 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
70.7%
-
-
5.8%
Category Average
57.1%
6.6%
11.6%
-
Rank Within Category
7
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹100
Amount Per Month₹5,000
Would have become
₹0
with 70.7% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.0% |
| HDFC Bank Ltd. | Financial | Equity | 8.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.9% |
| MindTree Ltd. | Technology | Equity | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.1% |
| Happiest Minds Technologies Ltd. | Technology | Equity | 3.8% |
| Affle (India) Ltd. | Communication | Equity | 3.5% |
| Bajaj Finserv Ltd. | Financial | Equity | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 3.0% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed
Rahul Baijal
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Funds Managed
Rohit Seksaria
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed
Sundaram Services Fund Direct IDCW Details
Sundaram Services Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 25 Sep 2018. S Krishnakumar, Rahul Baijal, Rohit Seksaria is the Current Fund Manager of Sundaram Services Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,482 Cr and the Latest NAV as of 17 Jun 2021 is ₹16.49.
The Sundaram Services Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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.
Scheme Information Document(SID)
₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load
Compare Funds
Sundaram Services Fund Direct IDCW
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About Sundaram Mutual Fund
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NASundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.com
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