Sundaram Services Fund Add to compare
13.035
0.1208
(0.94%)
1 day change as on 24 Jan 2020
Investment Objective: 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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1237.77
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 100
Launch Date Fund Manager Last Dividend
21-09-2018 S Krishnakumar,Rahul Baijal,Rohit Seksaria 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Services Fund 1273.04 3.57 8.37 20.68 28.20 -- -- 21.83
Sundaram Financial Services Opportunities Fund 240.69 -0.53 8.17 14.58 27.83 14.82 9.24 14.5
BNP Paribas India Consumption Fund 467.45 4.53 7.94 16.71 26.95 -- -- 23.6
Tata Banking And Financial Services Fund 453.04 -0.38 7.36 14.83 26.52 18.40 -- 20.61
SBI Banking & Financial Services Fund 1409.36 0.94 9.29 13.60 26.35 20.88 -- 15.57
Taurus Banking & Financial Services Fund 9.64 -1.59 7.33 14.10 25.10 18.44 8.30 14.94
Top 10 Holdings
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 8.44
HDFC Bank Ltd. Financial Services 8.1
Triparty Repo Current Assets 6.15
Reliance Industries Ltd. Energy 4.5
Bharti Airtel Ltd. Telecom 4.43
 
Company Name Sector Name Asset %
SBI Life Insurance Company Ltd. Financial Services 4.25
Kotak Mahindra Bank Ltd. Financial Services 4.24
Housing Development Finance Corporation Ltd. Financial Services 4.07
Trent Ltd. Consumer Goods 3.95
Indraprastha Gas Ltd. Energy 3.77
AUM Movement
Asset Allocation