Sundaram Services Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 21-09-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY Service Sector TRI |
| TER: 1.89% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,632.23 Cr As on (30-06-2024) |
| Turn over: 63% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
31.3217
0.04 (0.137%)
21.73%
Benchmark: 16.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.33 |
| Sharpe Ratio | 0.98 |
| Alpha | 7.73 |
| Beta | 0.83 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 29.95 | 27.73 | 19.37 | 23.0 | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 126.98 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 72.72 | 53.07 | 30.82 | 27.63 | 19.25 |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 68.06 | - | - | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 59.56 | 43.99 | 25.93 | 20.45 | - |
| ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 57.0 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 52.6 | 39.71 | 26.07 | 22.32 | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.26 | 40.11 | - | - | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 47.83 | 31.83 | 15.81 | 23.52 | 15.22 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 47.52 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.58%
Others
2.99%
Large Cap
45.77%
Mid Cap
17.4%
