Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 21 September, 2018. The fund is managed by Ravi Gopalakrishnan, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.58% |
Benchmark | IISL Nifty Services Sector TR INR |
AUM | ₹3284 Cr |
Inception Date | 21 September, 2018 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 28.5% |
Size breakup
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 3.67% | 3.67% |
6 Month Returns | 16.4% | 16.4% |
1 Year Returns | 37.24% | 37.24% |
3 Years Returns | 93.23% | 24.55% |
5 Years Returns | 176.12% | 22.52% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 14.41 | 10.44 | 8.61 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 0.73 | 0.86 | 0.88 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 2.6 | 1.16 | 0.83 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 9.49 | 14.18 | 20.06 |