Overview (as on 02 Aug 2021)

NAV

₹19.5136

1y returns

71.823%

Fund AUM

₹1,535 Cr

Expense Ratio

0.98%

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

Asset Allocation

Sector Allocation
Financial Services
40.62%
Consumer
12.17%
Industrials
11.73%
Tech
11.36%
Communication
8.83%
Health
7.52%
Utilities
3.07%
Energy
2.19%
Real Estate
1.98%
Defensive
0.54%
Size Breakup
Large Cap
54.77%
Mid Cap
25.90%
Small Cap
19.33%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

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 Growth
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
rahulm@sundarammutual.com
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Other Related Plans

Peer Funds

Sundaram Services Direct Growth

NAV

₹19.5136

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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