Sundaram Services Fund Regular Growth+0.31%

3Groww
0.00%
1 Year Return
Equity
Sector
3.0 star
6M
All

Fund Details

Sundaram Services Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.37%
NAV10.6 (23 Aug 2019)
Fund Started25 Sep 2018
Fund Size1,161 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Services Fund Regular Growth
NA
NA
NA
6.1%
Category Average
-6.4%
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 7.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity7.8%
    Kotak Mahindra Bank Ltd.FinancialEquity6.0%
    Trent Ltd.ServicesEquity4.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
    Titan Company Ltd.Cons DurableEquity4.3%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity4.2%
    Reliance Nippon Life Asset Management Limited.FinancialEquity4.1%
    Bharti Airtel Ltd.CommunicationEquity3.5%
    HDFC Life Insurance Co Ltd.FinancialEquity2.8%
    See All

    Fund Managers

    addS Krishna Kumar
    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 JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    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

    Other Details

    Sundaram Services Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 25 Sep 2018. S Krishnakumar, Rahul Baijal, Rohit Seksaria is the Current Fund Manager of Sundaram Services Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,161 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.6.

    The Sundaram Services Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 12 months..

    Investment Objective

    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.

    Tax Implications

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months.
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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