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: 1.94% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,551.43 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 63% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
29.8988
-0.03 (-0.1164%)
18.43%
Benchmark: 15.65%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Service Sector 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 | 13.75 |
| Sharpe Ratio | 0.6 |
| Alpha | 4.77 |
| Beta | 0.92 |
| 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 | 7.58 | 20.23 | 15.01 | 20.64 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 11.13 | 33.74 | 25.9 | 29.27 | 13.96 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 9.76 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.52 | 18.19 | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.39 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 8.35 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.07 | 23.02 | 17.79 | 23.16 | 12.49 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 8.04 | - | - | - | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 7.71 | 19.25 | 10.55 | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 7.7 | 23.35 | 16.32 | 23.7 | - |
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
29.8%
Others
7.06%
Large Cap
52.58%
Mid Cap
10.31%
