Sundaram Services Fund Direct Growth+2.09%

4
-0.28%
1 Year Return
Equity
Sector
4.0star
6M
1Y
All

Fund Details

Sundaram Services Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.22%
NAV11.63 (25 Sep 2020)
Fund Started12 Sep 2018
Fund Size1,152 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Services Fund Direct Growth
-0.3%
NA
NA
7.8%
Category Average
-5.7%
NA
NA
-
Rank within category
8
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -0.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.7%
    Reliance Industries Ltd.EnergyEquity8.7%
    HDFC Bank Ltd.FinancialEquity7.8%
    Bharti Airtel Ltd.CommunicationEquity7.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.2%
    Trent Ltd.ServicesEquity4.1%
    Affle (India) Ltd.CommunicationEquity2.9%
    SBI Life Insurance Company Ltd.FinancialEquity2.8%
    Westlife Development Ltd.ServicesEquity2.6%
    ICICI Lombard General Insurance Company Ltd.FinancialEquity2.3%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra 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
    addRahul 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
    addRohit 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 Growth Details

    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 ₹1,152 Cr and the Latest NAV as of 25 Sep 2020 is ₹11.63.

    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.

    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

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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
    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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