| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.30% |
| NAV | ₹11.66 (28 Sep 2020) |
|---|---|
| Fund Started | 25 Sep 2018 |
| Fund Size | ₹1,152 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.7% |
| Reliance Industries Ltd. | Energy | Equity | 8.7% |
| HDFC Bank Ltd. | Financial | Equity | 7.8% |
| Bharti Airtel Ltd. | Communication | Equity | 7.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.2% |
| Trent Ltd. | Services | Equity | 4.1% |
| Affle (India) Ltd. | Communication | Equity | 2.9% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 2.8% |
| Westlife Development Ltd. | Services | Equity | 2.6% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 2.3% |
Sundaram Services Fund Regular Growth 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,152 Cr and the Latest NAV as of 28 Sep 2020 is ₹11.66.
The Sundaram Services Fund Regular 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.
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.