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: 1.9% As on (30-04-2025) |
| 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. |
32.4599
-0.29 (-0.8968%)
19.42%
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 | 13.71 |
| Sharpe Ratio | 0.81 |
| Alpha | 4.24 |
| 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 | 16.78 | 21.96 | 19.13 | 27.31 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.86 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 16.5 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.76 | 25.2 | 20.85 | 27.69 | 13.7 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.49 | 28.18 | 24.5 | 34.0 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.13 | 20.71 | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.78 | 30.45 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 10.13 | 24.46 | 20.03 | 27.27 | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 9.89 | 23.77 | 17.31 | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 9.75 | 36.0 | 32.22 | 32.43 | 15.49 |
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%
