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Sundaram Services Fund

Sundaram Services Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.28

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,637 today.

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NAV Performance

Sundaram Services Fund performance graph for last 3 years
Performance of Sundaram Services Fund for last 3 Years

Fund Information

  • ₹ 21.718

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,535 Cr.

    as on 20 Oct 2021
  • 2.24%

    since 31 May 2021
  • 25 Sep 2018

  • Equity - Sectoral/Thematic

  • S&P BSE 200 TRI

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Services Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 25 Sep 2018. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 21.718 as on 20 Oct 2021.

This fund has 3 years of track record. Since 31 May 2021 expense ratio of this fund is 2.24%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund 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.

List of Fund Managers of Sundaram Services Fund

  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.23% 26.32% 52.48% 129.50% 68.04% 42.10% 33.51% 25.93% 107.63% 98.70% 66.68% 44.79% 28.54%
Category Average 4.05% 11.38% 27.20% 64.36% 29.95% 22.10% 14.80% 14.79% 55.12% 46.85% 32.85% 20.65% 16.24%
Sundaram Services Fund 5.69%₹ 10,569 19.54%₹ 11,954 44.01%₹ 14,400 82.30%₹ 18,230 79.30%₹ 16,682 35.17%₹ 18,315 57.35%₹ 39,805 29.28%₹ 21,637 41.44%₹ 64,250 - - - -
ICICI Prudential Technology Fund 5.39%₹ 10,539 25.39%₹ 12,539 52.48%₹ 15,247 95.26%₹ 19,525 107.63%₹ 18,200 68.04%₹ 28,357 98.70%₹ 52,999 42.10%₹ 28,749 66.68%₹ 87,120 33.51%₹ 42,456 44.79%₹ 1,76,654 25.93%₹ 1,00,519 28.54%₹ 5,46,950
Aditya Birla Sun Life Digital India Fund 4.68%₹ 10,468 21.46%₹ 12,145 44.32%₹ 14,431 85.33%₹ 18,533 92.90%₹ 17,418 60.68%₹ 25,919 84.83%₹ 48,407 41.15%₹ 28,175 60.37%₹ 80,967 32.23%₹ 40,461 41.88%₹ 1,65,359 23.06%₹ 79,779 27.12%₹ 5,06,397
Tata Digital India Fund 5.74%₹ 10,574 26.32%₹ 12,631 50.26%₹ 15,025 88.60%₹ 18,859 105.56%₹ 18,091 61.24%₹ 26,101 89.55%₹ 49,951 40.17%₹ 27,592 61.37%₹ 81,920 33.02%₹ 41,676 43.03%₹ 1,69,748 - -
Quant Infrastructure Fund 10.36%₹ 11,035 18.11%₹ 11,810 41.84%₹ 14,183 118.38%₹ 21,837 107.01%₹ 18,170 51.72%₹ 23,097 88.27%₹ 49,532 38.54%₹ 26,640 57.93%₹ 78,665 22.63%₹ 27,745 34.25%₹ 1,38,663 13.32%₹ 34,952 20.91%₹ 3,61,964
SBI Technology Opportunities Fund 4.17%₹ 10,417 21.16%₹ 12,115 43.54%₹ 14,353 80.84%₹ 18,084 89.69%₹ 17,246 54.14%₹ 23,843 76.08%₹ 45,598 37.50%₹ 26,041 54.18%₹ 75,221 28.13%₹ 34,555 38.11%₹ 1,51,666 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Services Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    91.39%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    8.63%

Top Sector Holdings of Sundaram Services Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.13% ₹ 308.85 Cr.
Computers - Software 10.38% ₹ 159.26 Cr.
Housing Finance 5.85% ₹ 89.79 Cr.
Logistics solution provider 5.00% ₹ 76.76 Cr.
Hotels/resorts 3.25% ₹ 62.79 Cr.
Others 55.39% -

Top Stock Holdings of Sundaram Services Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.30% ₹ 127.33 Cr.
HDFC Bank Ltd. 7.91% ₹ 121.39 Cr.
Mindtree Ltd. 4.93% ₹ 75.69 Cr.
Housing Development Finance Corporation Ltd. 3.85% ₹ 59.12 Cr.
Axis Bank Ltd. 3.14% ₹ 48.13 Cr.
Others 71.87% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 7.16%
TREPS 5.12%
Net Receivables -3.65%