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 Rohit Seksaria, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
1) Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has a NAV of ₹17.473 as on 27-01-2023.
2) Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal has ₹2344 Cr worth of assets under management (AUM) as on 30-11-2022 and is more than category average.
3) The fund has an expense ratio 0.89 %.
Expense ratio | 0.89% |
Benchmark | IISL Nifty Services Sector TR INR |
AUM | ₹2344 Cr |
Inception Date | 21 September, 2018 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 51.39% |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | -3.73% | -3.73% |
6 Month Returns | 5.5% | 5.5% |
1 Year Returns | 3.49% | 3.49% |
3 Years Returns | 66.09% | 18.43% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 0.98 | 7.58 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 0.91 | 0.89 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 0.03 | 0.74 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal | 16.8 | 24.52 | - |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.