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FAQ : Sundaram Services Fund - Growth - Direct Plan

Sundaram Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 13.44 14.33 N/A
Average Rolling Returns(%) 23.22 22.21 22.61 N/A

The Current NAV of Sundaram Services Fund - Growth - Direct Plan is ₹37.04.

You can consider SIP in Sundaram Services Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Services Fund - Growth - Direct Plan fund’s expense ratio is 0.69%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Services Fund - Growth - Direct Plan is currently ₹4,146 Crores.

The Top three stocks are Bharti Airtel, HDFC Bank and Axis Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 42% of fund’s portfolio respectively.

Top three sectors of Sundaram Services Fund - Growth - Direct Plan fund are BFSI, IT and Telecom accounting for 59% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Service Industry it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Service Industry.

Rohit Seksaria and Shalav Saket manage the Sundaram Services Fund - Growth - Direct Plan Fund.

Sundaram Services Fund - Growth - Direct Plan current PE ratio is 35.16 and PB ratio is 5.00

The asset allocation of Sundaram Services Fund - Growth - Direct Plan is Stocks : 95.47%, Debt : 1.46% and Gold : 3.07%

The minimum SIP amount for Sundaram Services Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Services Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

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