Sundaram Services Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
18.66%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
All
NAV: 01 Feb 2023₹21.92
Min. SIP amount₹100
RatingNA
Fund size₹2,343.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA1.0%18.7%19.7%
Category averageNA1.6%16.7%NA
Rank with in categoryNA219NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.5%
HDFC Bank Ltd.FinancialEquity9.0%
Bharti Airtel Ltd.CommunicationEquity7.2%
Housing Development Finance Corporation Ltd.FinancialEquity6.5%
Reliance Industries Ltd.EnergyEquity5.7%
Axis Bank Ltd.FinancialEquity4.0%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.0%
Titan Company Ltd.Consumer DiscretionaryEquity2.8%
SBI Life Insurance Company Ltd.InsuranceEquity2.8%
LTIMindtree Ltd.TechnologyEquity2.5%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

3Y annualised returns higher than category average by 1.95%
1Y annualised returns lower than category average by 0.62%
Higher alpha: 3.79 The fund has generated returns higher than benchmark - NIFTY Service Sector Total Return Index - in the last 3Y
Lower expense ratio: 0.89%

Expense ratio, exit load and tax

Expense ratio: 0.89%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Ravi Gopalakrishnan
May 2022 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

Rohit Seksaria
Aug 2018 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram 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,

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