Sundaram Services Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Services Growth Direct Plan

NAV
₹39.6765
+0.29%
(29 Oct)
AUM
4,426 Cr
TER
0.72%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.8%
+9.6%
+6.8%
+6.6%
+4.5%
3Y
+20.3%
+32.2%
+31.9%
+32.1%
+30.5%
5Y
+26.6%
+29.2%
+33.2%
+35.2%
+36.3%
ALL
+21.4%
+18.4%
+17.2%
+12.3%
+25.5%
VOL
16.4%
16.2%
19.7%
20.1%
22.1%
TER
0.7%
0.5%
0.9%
0.8%
0.6%
AUM
₹4,426 Cr
₹7,766 Cr
₹1,418 Cr
₹5,521 Cr
₹5,533 Cr
INFO
1.31
1.13
0.88
0.61
1.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Bharti Airtel Ltd
7.7%
HDFC Bank Ltd
7.0%
Eternal Ltd
4.8%
Reliance Industries Ltd
4.7%
Axis Bank Ltd
4.3%
Adani Ports & Special Economic Zone Ltd
3.5%
Treps
2.9%
Sundaram Liquid Dir Gr
2.8%
Apollo Hospitals Enterprise Ltd
2.8%
Shriram Finance Ltd
2.7%
Top industry exposure
Financial Services
36.6%
Communication Services
15.6%
Consumer Cyclical
13.3%
Healthcare
8.5%
Technology
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
46%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Rohit Seksaria
Pathanjali Srinivasan

FAQs