Sundaram Services Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.72
• Std Deviation 13.34%
• 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 3899.35 crores & has delivered CAGR of 20.03% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.89%. 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 Bharti Airtel, HDFC Bank, Bajaj Finance & Reliance Industries.

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

Some of the similar funds are SBI PSU Regular Growth, UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, Aditya Birla Sun Life MNC Fund Growth, HDFC Defence Fund Regular Growth. Sundaram Services Regular Growth has a sharpe ratio of 0.72 & a standard deviation of 13.34%.