Sundaram Services Fund Regular Plan - Growth

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Thematic-Others NAV 22.5047 0 02 December, 2022

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 21 September, 2018
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 1992.59 (As on 30-06-2022)
Turn over 47.00%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.21% (As on 31-05-2022)
Fund Manager Rohit Seksaria,Ravi Gopalakrishnan

Investment Returns (As on 02 Dec, 2022)

Duration Returns Benchmark Category
1 W -0.59% -1.96% -0.34%
1 M 2.66% 3.03% 2.98%
3 M -8.38% -10.59% -8.35%
6 M -12.4% -15.03% -11.73%
1 Y 4.26% -1.47% 0.32%
2 Y 33.07% 25.63% 27.54%
3 Y 19.95% 10.39% 16.1%
5 Y - 12.43% 9.42%

Risk Mesasures (As on 02 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.69 4.87 1.02
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 6.99%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Services Fund Regular Plan - Growth 4.26% 19.95% 0%

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