Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 6 Years | 4 Years | ||
Fund Size | 4367 Cr | 13479 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.73% | 0.72% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Services Sector TR INR | Nifty 500 TR INR |
No of Holdings | 56 | 81 | ||
Top 5 Holdings | Bharti Airtel Ltd (7.94%) HDFC Bank Ltd (7.49%) Reliance Industries Ltd (4.88%) Eternal Ltd (4.62%) Axis Bank Ltd (4%) | HDFC Bank Ltd (9.72%) ICICI Bank Ltd (8.91%) Reliance Industries Ltd (7.68%) Larsen & Toubro Ltd (6.89%) UltraTech Cement Ltd (4%) | ||
No of Sectors | 10 | 12 | ||
Top 3 Sectors | Financial Services (40%) Corporate (24.9%) Communication (16.81%) | Financial Services (32.6%) Industrial (17.6%) Consumer Cyclical (14.23%) | ||
Equity % | 93.99% | 87.26% | ||
Debt % | 1.13% | - | ||
P/E | 26.16 | 23.72 | ||
P/B | 3.36 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.61% | -0.23% | ||
3-Month Return | -0.01% | 1.83% | ||
6-Month Return | 15.94% | 17.4% | ||
1-Year Return | 5.4% | 5.13% | ||
3-Year Return | 18.94% | 23.35% | ||
5-Year Return | 24.79% | - |
Sharpe | - | - | ||
Alpha | 7.12 | 7.29 | ||
Beta | 0.93 | 0.86 | ||
Standard Deviation | 12.58 | 12.29 | ||
Information Ratio | 1.42 | 1.57 |
Description | Sundaram Services Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Pathanjali Srinivasan,Rohit Seksaria | Lalit Kumar,Sharmila D’mello,Anish Tawakley,Manish Banthia |