Sundaram Services Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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. 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, Designservices etc.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 -1.64 2.58 64.40 10.70 13.60 13.62

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-March-2021

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • MindTree Ltd

  • Affle (India) Ltd

  • Bajaj Finserv Ltd

  • Quess Corp Ltd

  • Westlife Development Ltd

  • Happiest Minds Technologies Limited

  • Container Corporation of India Ltd

  • Indraprastha Gas Ltd

  • The Phoenix Mills Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Burger King India Ltd

  • Indiamart Intermesh Ltd

  • Sundaram Money Fund - Direct Growth

  • KPIT Technologies Ltd

  • Mahindra Holidays & Resorts India Ltd

  • HDFC Life Insurance Company Ltd

  • Lemon Tree Hotels Ltd

  • Home First Finance Company India Ltd

  • Metropolis Healthcare Ltd

  • Mahindra Logistics Ltd

  • Page Industries Ltd

  • Trent Ltd

  • ICICI Lombard General Insurance Company Ltd

  • SIS Ltd

  • Apollo Hospitals Enterprise Ltd

  • Thyrocare Technologies Ltd

  • Titan Company Ltd

  • Axis Bank Ltd

  • Healthcare Global Enterprises Ltd

  • Kotak Mahindra Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Transport Corporation of India Ltd

  • INOX Leisure Ltd

  • Angel Broking ltd

  • Avenue Supermarts Ltd

  • UTI Asset Management Co Ltd

  • Info Edge (India) Ltd

  • SBI Life Insurance Company Ltd

  • Computer Age Management Services Ltd

  • Easy Trip Planners Ltd

  • Oriental Hotels Ltd

  • Nazara Technologies Ltd

  • EIH Ltd

  • Cash and Other Net Current Assets

  • Bajaj Finance Ltd

  • LIC Housing Finance Ltd

  • TREPS

  • Reverse Repo

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  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Telecommunication - Service Provider

  • Refineries

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Logistics

  • Telecommunication - Equipment

  • Hospital & Healthcare Services

  • Insurance

  • Finance - Investment

  • Finance - Others

  • Travel Services

  • Industrial Gases & Fuels

  • Retailing

  • Construction - Real Estate

  • Finance - Stock Broking

  • e-Commerce

  • BPO/ITeS

  • Textile

  • Diamond & Jewellery

  • Film Production, Distribution & Entertainment

  • Finance - Asset Management

  • Finance - NBFC

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About Sundaram Services Fund

Scheme Analysis

Sundaram Services Fund is a Equity - Sectoral Fund - Service Industry fund and belongs to Sundaram Mutual Fund. It was launched on 21-Sep-2018 and currently has an AUM of ₹1,320.30 crore. Sundaram Services Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as secondary index.

The NAV of Sundaram Services Fund ended up ₹0.05(0.35%)yesterday to ₹15.7077.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Services Fund is managed by Rahul Baijal and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156