Sundaram Services Direct Growth
Sundaram Services Direct Growth

Sundaram Services Direct Growth

Equity
Direct
Very High Risk
Equity - Other

NAV: ₹ 22.43 as on 20-10-2021

Fund Overview

Expense ratio
Expense ratio
0.94%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹1843 Cr
Inception Date
Inception Date
21 September, 2018
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹750
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
28.79%

Fund Distribution

  • Equity 91.7%
  • Debt & Cash 8.2%
Size breakup
Large cap
68.54%
Mid cap
21.55%
Small cap
9.36%
Micro cap
0.55%
Sector Allocation
Financial Services
40.3%
Communication
12.1%
Cyclical
11.5%
Industrial
11.5%
Tech
9.9%
Energy
5.8%
Health
4%
Utilities
3.1%
Real Estate
1.3%
Defensive
0.6%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings51
Equity Holdings49
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Rahul Baijal,Rohit Seksaria
About the fund

About the fund

This fund has delivered an average annual returns of 30.6% since inception which is more than its category average return of 20.85%
Fund Allocations

Fund Allocations

This fund has an allocation of 91.7% in Equity, 0% in Debt and 8.2% in Cash related instruments
AUM size ₹1843 Cr

AUM size ₹1843 Cr

This fund has AUM of ₹1843 Cr which is more than its category average of ₹ 1142 Cr
Expense Ratio 0.94%

Expense Ratio 0.94%

This fund has an expense ratio of 0.94% which is less than its category average expense ratio of 1.55%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor