Sundaram Services Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.38
• Std Deviation 15.58%
• Tracking Error 0.00%

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.

The Sundaram Services Regular Growth has an AUM of 2795.73 crores & has delivered CAGR of 21.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in Sundaram Services Regular Growth is Rs 100 and the minimum SIP is Rs 250.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Bharti Airtel & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are Sundaram Services Regular Growth, SBI Magnum Global Fund Regular Growth, UTI MNC Fund Regular Plan Growth, Aditya Birla Sun Life MNC Fund Growth, HDFC Business Cycle Fund Regular Growth. Sundaram Services Regular Growth has a sharpe ratio of 1.38 & a standard deviation of 15.58%.