Sundaram Services Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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
Sundaram Services Fund Regular Plan Growth 1.17 2.65 30.17 21.42 21.61 20.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Services Sector - TRI N/A N/A N/A N/A N/A N/A

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Services Fund Regular Plan Growth Sep 21, 2018 30.17 21.42 21.61 1.91 3,386.30
ICICI Prudential Exports & Services Fund - Growth Nov 30, 2005 43.09 23.31 21.28 2.26 1,318.17

Fund Holdings as on 30-April-2024

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • Cholamandalam Financial Holdings Ltd

  • Ujjivan Financial Services Ltd

  • Titan Company Ltd

  • Apollo Hospitals Enterprise Ltd

  • Axis Bank Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Power Finance Corporation Ltd

  • LTIMindtree Ltd

  • Union Bank of India

  • Chalet Hotels Ltd

  • Fortis Health Care Ltd

  • Can Fin Homes Ltd

  • Westlife Foodworld Ltd

  • Bajaj Finance Ltd

  • Equitas Small Finance Bank Limited

  • ICICI Securities Ltd

  • Container Corporation of India Ltd

  • Avenue Supermarts Ltd

  • PVR INOX Ltd

  • SBI Life Insurance Company Ltd

  • Rate Gain Travel Technologies Ltd

  • The Phoenix Mills Ltd

  • IndusInd Bank Ltd

  • Coforge Ltd

  • Affle (India) Ltd

  • Aavas Financiers Ltd

  • Multi Commodity Exchange of India Ltd

  • Info Edge (India) Ltd

  • Angel One Ltd

  • Kalyan Jewellers India Ltd

  • Persistent Systems Ltd

  • Tech Mahindra Ltd

  • Senco Gold Ltd

  • Gujarat State Petronet Ltd

  • Sapphire Foods India Ltd

  • Transport Corporation of India Ltd

  • CSB Bank Ltd

  • Page Industries Ltd

  • Indraprastha Gas Ltd May 2024

  • SIS Ltd

  • Aster DM Healthcare Ltd

  • UTI Asset Management Co Ltd

  • Make My Trip Ltd (USD)

  • 364 Days-T Bill - 10/10/2024 *

  • Medi Assist Healthcare Services Ltd

  • Metropolis Healthcare Ltd

  • Indraprastha Gas Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Page Industries Limited May 2024

  • Metropolis Healthcare Limited May 2024

  • ICICI Prudential Life Insurance Company Limited May 2024

  • Margin Money For Derivatives

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  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Hospital & Healthcare Services

  • Refineries

  • Diamond & Jewellery

  • Finance Term Lending

  • Finance - Stock Broking

  • Insurance

  • Finance - Housing

  • Finance - Investment

  • Logistics

  • BPO/ITeS

  • Miscellaneous

  • Finance - NBFC

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Restaurants

  • Retailing

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Gas Transmission/Marketing

  • Consumer Food

  • Textile

  • Professional Services

  • Finance - Asset Management

  • Business Support

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Fund Manager

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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 ₹3,386.30 crore. Sundaram Services Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Services Sector - TRI as secondary index.

The NAV of Sundaram Services Fund ended up ₹0.18(0.64%)yesterday to ₹28.6512.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Services Fund is managed by Ravi Gopalakrishnan 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