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: 1.91% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,745.45 Cr As on 31-03-2025(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. |
32.0168
0.28 (0.8802%)
19.37%
Benchmark: 15.93%
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 | 13.59 |
| Sharpe Ratio | 0.51 |
| Alpha | 3.56 |
| Beta | 0.9 |
| 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 | 13.06 | 22.61 | 15.12 | 27.63 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.13 | 30.11 | 21.96 | 32.79 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.12 | 38.38 | 27.12 | 31.77 | 15.09 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.98 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.53 | 22.17 | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.81 | 25.59 | 17.87 | 27.09 | 12.84 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.79 | 27.03 | 19.69 | 27.73 | 12.29 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.27 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 11.04 | - | - | - | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 9.55 | 24.91 | 13.07 | - | - |
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
27.14%
Others
6.92%
Large Cap
53.6%
Mid Cap
11.91%
