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: 3,998.33 Cr As on 30-04-2025(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.

33.739

20.07%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Service Sector TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 20.21 23.62 21.96 28.52 -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 20.69 - - - -
HDFC Defence Fund - Growth Option 02-06-2023 19.86 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 16.23 29.77 27.74 34.75 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 15.0 26.58 22.69 28.35 13.9
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 14.88 22.91 - - -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 13.73 - - - -
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth 23-10-2020 13.58 26.0 20.67 - -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 13.01 26.39 23.55 28.32 -
ICICI Prudential Innovation Fund - Growth 05-04-2023 12.52 32.33 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.14%

Others

6.92%

Large Cap

53.6%

Mid Cap

11.91%

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