Sundaram Services Regular Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Sundaram Services Regular Growth

Sundaram Services Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
28.01 +0.04 (0.15%) NAV as on 22 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3230.86
  • CAGR 34.37%
  • Exit Load1.00%
  • Expense ratio1.96%
  • CategoryEquity
  • Min Investment100
  • Min SIP250
  • Launch Date2018-09-21

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 166.68
  • 5.16%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.28
  • Std Deviation 14.16%
  • Tracking Error 0.00%

About Fund

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 3230.86 crores & has delivered CAGR of 22.27% 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, Bharti Airtel, HDFC Bank & 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 UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, Aditya Birla Sun Life MNC Fund Growth, Axis India Manufacturing Fund Regular Growth, HDFC Business Cycle Fund Regular Growth. Sundaram Services Regular Growth has a sharpe ratio of 1.28 & a standard deviation of 14.16%.

FAQs about Sundaram Services Regular Growth

According to the morning star rating Sundaram Services Regular Growth has a Moderate risk & Exceptional return.
Sundaram Services Regular Growth is managed by Ravi Gopalakrishnan,Rohit Seksaria.
The expense ratio of Sundaram Services Regular Growth is 1.96%.
The 5 year annualized return on Sundaram Services Regular Growth is 22.27% & it has generated 34.37% in the last 1 year.
The minimum investment in Sundaram Services Regular Growth is 100 Rs.
Sundaram Services Regular Growth has an AUM of 3230.86 crores.
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