Overview (as on 03 Mar 2021)
NAV
₹15.1709
1y returns
27.634%
Fund AUM
₹1,244 Cr
Expense Ratio
0.69%
Min SIP
₹100
Min Lumpsum
₹100
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (95.65%)
Debt & Cash (4.35%)
Sector Allocation
Financial Services
39.33%
Communication
15.23%
Consumer
13.24%
Industrials
9.88%
Tech
6.36%
Energy
5.71%
Health
4.98%
Utilities
2.31%
Real Estate
2.15%
Defensive
0.81%
Size Breakup
Large Cap
51.76%
Mid Cap
26.92%
Small Cap
21.33%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however, there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc."
Scheme Name
Sundaram Services Direct Dividend Payout
Scheme Document
Exit Load
For 0 - 365 Days: 1%
After 365 Days : 0%
Plan Started
21 September, 2018
Fund Manager
Rahul Baijal
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
Fund Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 0.69% | 27.64% | |
Direct | 0.69% | 27.63% | |
Direct | 0.69% | 27.63% | |
Regular | 2.23% | 26.18% | |
Regular | 2.23% | 26.18% | |
Regular | 2.23% | 26.18% |
Peer Funds
Sundaram Services Direct Dividend Payout
NAV
₹15.1709
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers

Rahul Baijal
leader
Work Experience
"null"

Rohit Seksaria
manager
Work Experience
"null"