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Sundaram Services Fund

Sundaram Services Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.05

as on 09 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,189 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

  • ₹ 22.230

    as on 09 Dec 2022
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,948 Cr.

    as on 31 Dec 2021
  • 2.37%

  • 25 Sep 2018

  • Equity - Sectoral/Thematic

  • Nifty 50

  • 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 ₹ 22.230 as on 09 Dec 2022.

This fund has 4 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.37%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

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 13.10% 11.13% 25.02% 28.25% 49.58% 41.16% 24.79% 21.86% 39.76% 33.90% 48.84% 34.34% 22.26%
Category Average 1.94% 2.78% 14.36% 5.97% 21.17% 19.96% 11.14% 13.64% 15.00% 13.62% 21.48% 17.09% 14.26%
Sundaram Services Fund 1.66%₹ 10,165 2.63%₹ 10,262 14.25%₹ 11,424 3.51%₹ 10,351 14.82%₹ 12,941 26.60%₹ 16,026 17.18%₹ 28,423 22.05%₹ 18,189 25.08%₹ 51,788 - - - -
Quant Infrastructure Fund 2.18%₹ 10,217 5.18%₹ 10,517 21.01%₹ 12,100 14.32%₹ 11,431 26.24%₹ 13,642 49.58%₹ 22,375 33.90%₹ 32,986 41.16%₹ 28,155 48.84%₹ 70,466 21.66%₹ 26,680 34.34%₹ 1,38,956 16.98%₹ 48,054 22.26%₹ 3,89,364
ICICI Prudential Commodities Fund 5.02%₹ 10,502 8.69%₹ 10,869 21.05%₹ 12,104 16.03%₹ 11,603 25.31%₹ 13,585 43.56%₹ 20,610 25.31%₹ 30,609 40.97%₹ 28,038 43.38%₹ 65,826 - - - -
Quant Consumption Fund 1.55%₹ 10,155 5.38%₹ 10,538 21.06%₹ 12,105 11.24%₹ 11,124 24.12%₹ 13,513 36.72%₹ 18,692 25.06%₹ 30,543 38.72%₹ 26,715 38.30%₹ 61,706 18.85%₹ 23,736 29.23%₹ 1,23,197 19.13%₹ 57,674 22.09%₹ 3,85,704
ICICI Prudential Technology Fund 2.09%₹ 10,209 1.90%₹ 10,190 0.57%₹ 10,056 -16.43%₹ 8,356 -9.36%₹ 11,383 22.24%₹ 14,943 3.46%₹ 24,869 34.12%₹ 24,142 25.25%₹ 51,903 24.79%₹ 30,302 24.80%₹ 1,10,856 21.86%₹ 72,365 20.74%₹ 3,58,526
Aditya Birla Sun Life Digital India Fund 2.17%₹ 10,217 2.33%₹ 10,233 2.68%₹ 10,267 -15.61%₹ 8,438 -7.45%₹ 11,511 21.21%₹ 14,691 3.41%₹ 24,857 30.59%₹ 22,288 22.13%₹ 49,726 23.36%₹ 28,597 23.15%₹ 1,06,531 20.75%₹ 66,026 20.23%₹ 3,48,751

Portfolio Holdings

Portfolio holdings pattern of Sundaram Services Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    85.44%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    14.65%

Top Sector Holdings of Sundaram Services Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.85% ₹ 377.08 Cr.
Computers - Software 10.00% ₹ 200.07 Cr.
Housing Finance 6.31% ₹ 126.13 Cr.
Logistics solution provider 5.07% ₹ 101.48 Cr.
Telecom - services 4.96% ₹ 99.27 Cr.
Others 54.81% -

Top Stock Holdings of Sundaram Services Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.47% ₹ 149.38 Cr.
Mindtree Ltd. 6.67% ₹ 133.49 Cr.
HDFC Bank Ltd. 6.44% ₹ 128.78 Cr.
Reliance Industries Ltd. 4.88% ₹ 97.67 Cr.
Bharti Airtel Ltd. 4.80% ₹ 96.01 Cr.
Others 69.74% -

Other Holdings

Holding TypeHolding Percentage
TREPS 9.18%
Reverse Repo 4.95%
Net Receivables 0.52%