HomeMutual FundsSundaram Services Direct Dividend Payout

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

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Sundaram Services Direct Dividend Payout
₹0
-Infinity% projected returns
Franklin India Opportunities Fund Direct Dividend Payout
₹0
-Infinity% projected returns
Nippon India Power & Infra Fund Direct Plan Dividend Payout Option
₹0
-Infinity% projected returns
Tata Ethical Fund Direct Plan Dividend Payout
₹0
-Infinity% projected returns
UTI MNC Fund (UGS 10000)-Direct Income Payout
₹0
-Infinity% projected returns
Kotak Pioneer Fund Direct Dividend Payout
₹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

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
Click Here
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 NamePlan TypeExpense Ratio1yr Returns
Sundaram Services Direct Growth
NR
Direct0.69%27.64%
Sundaram Services Direct Dividend Reinvestment
NR
Direct0.69%27.63%
Sundaram Services Direct Dividend Sweep
NR
Direct0.69%27.63%
Sundaram Services Regular Dividend Reinvestment
NR
Regular2.23%26.18%
Sundaram Services Regular Dividend Sweep
NR
Regular2.23%26.18%
Sundaram Services Regular Dividend Payout
NR
Regular2.23%26.18%

Peer Funds

UTI MNC Fund (UGS 10000)-Direct Income Payout  

EquityEquity - OtherDirectHigh Risk

1 yr returns

19.40%

AUM

₹2,221 Cr

Expense Ratio

1.31%

Nippon India Power & Infra Fund Direct Plan Dividend Payout Option  

NR
EquityEquity - OtherDirectHigh Risk

1 yr returns

43.72%

AUM

₹1,196 Cr

Expense Ratio

1.71%

Kotak Pioneer Fund Direct Dividend Payout  

NR
EquityEquity - OtherDirectHigh Risk

1 yr returns

64.67%

AUM

₹775 Cr

Expense Ratio

0.44%

Tata Ethical Fund Direct Plan Dividend Payout  

EquityEquity - OtherDirectHigh Risk

1 yr returns

39.64%

AUM

₹722 Cr

Expense Ratio

1.31%

Franklin India Opportunities Fund Direct Dividend Payout  

EquityEquity - OtherDirectHigh Risk

1 yr returns

44.41%

AUM

₹595 Cr

Expense Ratio

1.72%

Sundaram Services Direct Dividend Payout

NAV

₹15.1709

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rahul Baijal
Rahul Baijal

leader

Work Experience
"null"
Rohit Seksaria
Rohit Seksaria

manager

Work Experience
"null"
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