Sundaram Services Fund Add to compare
12.2859
0.0668
(0.55%)
1 day change as on 12 Dec 2019
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 981.66
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 1255.17 0.84 13.94 8.97 19.84 -- -- 18.31
Sundaram Financial Services Opportunities Fund 221.51 2.20 15.48 8.89 27.01 16.35 11.03 14.52
Tata Banking And Financial Services Fund 413.03 2.03 13.84 6.27 26.71 20.75 -- 20.77
Taurus Banking & Financial Services Fund 8.45 2.89 17.21 8.93 26.46 20.19 9.84 15.2
Baroda Banking and Financial Services Fund 48.26 2.58 14.72 6.61 24.88 17.34 10.06 13.52
SBI Banking & Financial Services Fund 1291.97 2.36 14.67 5.68 23.49 22.10 -- 15.38
Top 10 Holdings
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 8.14
HDFC Bank Ltd. Financial Services 7.98
Bharti Airtel Ltd. Telecom 5.44
Kotak Mahindra Bank Ltd. Financial Services 4.5
SBI Life Insurance Company Ltd. Financial Services 4.3
 
Company Name Sector Name Asset %
Trent Ltd. Consumer Goods 4.27
Reliance Industries Ltd. Energy 4.15
ICICI Lombard General Insurance Company Ltd. Financial Services 4.1
Housing Development Finance Corporation Ltd. Financial Services 3.94
Indraprastha Gas Ltd. Energy 3.69
AUM Movement
Asset Allocation