Sundaram Services Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)3358.02
- CAGR 30.41%
- Exit Load1.00%
- Expense ratio1.90%
- CategoryEquity
- Min Investment100
- Min SIP250
- Launch Date2018-09-21
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Bharti Airtel
- 312.65
- 9.31%
- HDFC Bank
- 263.24
- 7.84%
- Reliance Industries
- 171.10
- 5.10%
- ICICI Bank
- 144.24
- 4.30%
- Cholamandalam Financial Holdings
- 94.67
- 2.82%
- Ujjivan Small Finance Bank
- 91.90
- 2.74%
- Axis Bank
- 91.52
- 2.73%
- ICICI Securities
- 86.35
- 2.57%
- Apollo Hospitals Enterprise
- 84.11
- 2.50%
- Titan Company
- 81.29
- 2.42%
Peer Comparison
- Fund Name
- SBI PSU Regular Growth97.18%
- UTI Transportation & Logistics Fund Regular Plan Growth54.19%
- Sundaram Services Regular Growth30.41%
- Aditya Birla Sun Life MNC Fund Growth38.98%
- HDFC Defence Fund Regular Growth142.32%
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.94
- Std Deviation 12.70%
- 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 3358.02 crores & has delivered CAGR of 22.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.90%. 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, Reliance Industries & ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Communications Services & Software & Programming.
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 0.94 & a standard deviation of 12.70%.
