Sundaram Services Fund Regular Plan - Growth

Category: Equity: Thematic-Others
Launch Date: 21-09-2018
Asset Class: Equity
Benchmark: NIFTY Service Sector TRI
Expense Ratio: 2.15% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,296.64 Cr As on (31-08-2022)
Turn over: 35%
NAV as on 04-10-2022

21.2374

0.39 (1.8331%)

CAGR Since Inception

20.51%

NIFTY Service Sector TRI 16.13%

PERFORMANCE of Sundaram Services Fund Regular Plan - Growth

Scheme Performance (%)

Data as on - 04-10-2022

Yearly Performance (%)

Fund Managers

Ravi Gopalakrishnan, Rohit Seksaria

Investment Objective

The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.

RETURNS CALCULATOR for Sundaram Services Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Services Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Services Fund Regular Plan - Growth 0.94 3.59 1.02 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Sundaram Services Fund Regular Plan - Growth

Period
Data as on - 04-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Services Fund Regular Plan - Growth 21-09-2018 1.62 34.23 23.38 0.0 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 19.08 30.08 20.12 5.63 17.1
Quant ESG Equity Fund - Growth Option - Regular Plan 06-11-2020 16.45 0.0 0.0 0.0 0.0
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 15.23 0.0 0.0 0.0 0.0
ICICI Prudential FMCG Fund - Growth 31-03-1999 13.15 26.65 15.38 12.87 13.92
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 11.21 27.97 15.31 8.85 8.07
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 9.03 46.15 26.81 0.0 0.0
L&T Business Cycles Fund - Regular Plan - Growth 20-08-2014 4.64 29.5 17.9 8.63 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 4.4 0.0 0.0 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 4.39 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Services Fund Regular Plan - Growth

Asset Allocation (%)