| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.27% |
| NAV | ₹11.31 (09 Jul 2020) |
|---|---|
| Fund Started | 12 Sep 2018 |
| Fund Size | ₹1,000 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 8.6% |
| ICICI Bank Ltd. | Financial | Equity | 8.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.9% |
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.2% |
| Trent Ltd. | Services | Equity | 4.2% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 3.2% |
| Indraprastha Gas Ltd. | Energy | Equity | 2.9% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 2.8% |
| Westlife Development Ltd. | Services | Equity | 2.4% |
Sundaram Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Sep 2018. S Krishnakumar, Rahul Baijal, Rohit Seksaria is the Current Fund Manager of Sundaram Services Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,000 Cr and the Latest NAV as of 09 Jul 2020 is ₹11.31.
The Sundaram Services Fund Direct Growth is rated Moderately 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.
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, Design services etc.