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Sundaram Services Fund Regular Plan - Growth

  • Equity
  • Other Themes
  • Very High
  • Current NAV

    ₹28.84 0.0531%

    10-04-2024
  • Annual Returns

    37.66%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.34%
  • Debt 0.59%
  • Others 4.1%

Market Cap

Allocation
Large Cap 53.46
Small Cap 28.26
Mid Cap 12.29
Others 1.33

Sector Allocation

Financial

Services

Technology

Communication

Energy

Healthcare

Consumer Discretionary

Insurance

Construction

Textiles

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (25.23) 8.25% 18.25 23.94%
Bharti Airtel Ltd. Large Cap Communication (51.6) 7.93% 83.82 58.37%
HDFC Bank Ltd. Large Cap Financial (25.23) 7.48% 19.51 -10.01%
Reliance Industries Ltd. Large Cap Energy (40.17) 5.42% 28.41 25.19%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (93.27) 2.88% 116.66 48.43%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (33.21) 2.85% 12.2 88.56%
Titan Company Ltd. Large Cap Consumer Discretionary (91.09) 2.82% 93.23 40.07%
Axis Bank Ltd. Large Cap Financial (24.43) 2.52% 28.68 29.81%
Indusind Bank Ltd. Large Cap Financial (25.23) 2.44% 13.91 44.18%
LTIMindtree Ltd. Large Cap Technology (36.96) 2.42% 33.85 6.16%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (25.5) 2.37% 99.12 41.91%
Ujjivan Financial Services Ltd. Small Cap Financial (33.21) 2.12% 8.09 107.06%
Equitas Small Finance Bank Ltd. Small Cap Financial (25.23) 1.86% 0 43.15%
Chalet Hotels Ltd. Small Cap Services (69.24) 1.84% 81.61 144.66%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.5) 1.82% 0 32.47%
Fortis Healthcare Ltd. Mid Cap Healthcare (93.27) 1.78% 58.97 62.83%
Bajaj Finance Ltd. Large Cap Financial (33.21) 1.74% 32.37 23.17%
RateGain Travel Technologies Ltd. Small Cap Technology (35.62) 1.72% 61.57 93.38%
Can Fin Homes Ltd. Small Cap Financial (9.92) 1.72% 0 37.85%
PVR Inox Ltd. Small Cap Services (33.88) 1.7% -58.76 -8.2%
Container Corporation Of India Ltd. Mid Cap Services (33.74) 1.69% 47.25 57.75%
Westlife Foodworld Ltd. Small Cap Services (69.24) 1.56% 145.21 17.63%
Multi Commodity Exchange Of India Ltd. Small Cap Services (122.29) 1.52% 27358.9 158.28%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.47% 8.72 63.23%
Union Bank of India Large Cap Financial (16.44) 1.42% 8.59 121.09%
Coforge Ltd. Mid Cap Technology (35.62) 1.41% 49.11 37.92%
Persistent Systems Ltd. Mid Cap Technology (35.12) 1.38% 60.39 85.06%
The Phoenix Mills Ltd. Mid Cap Construction (121.41) 1.37% 52.1 132.71%
Affle (India) Ltd. Small Cap Technology (33.88) 1.31% 55.28 13.51%
Gujarat State Petronet Ltd. Small Cap Energy (24.92) 1.25% 13.69 37.84%
Page Industries Ltd. Mid Cap Textiles (49.04) 1.24% 0 -5.63%
Aavas Financiers Ltd. Small Cap Financial (9.92) 1.2% 26.15 -10.04%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (91.09) 1.17% 83.25 314.63%
Indraprastha Gas Ltd. Mid Cap Energy (33.18) 1.15% 16.66 -4.3%
Info Edge (India) Ltd. Mid Cap Services (114.96) 1.1% 319.79 54.95%
Sapphire Foods India Ltd. Small Cap Services (69.24) 1.06% 53.42 31.43%
Senco Gold Ltd. Small Cap Consumer Discretionary (90.71) 1.04% 38.06 234.7%
Tech Mahindra Ltd. Large Cap Technology (35.62) 0.98% 43.03 11.7%
Aster DM Healthcare Ltd. Small Cap Healthcare (93.27) 0.93% 75.04 97.37%
Transport Corporation Of India Ltd. Small Cap Services (21.94) 0.91% 19.97 38.75%
ICICI Lombard General Insurance Comapny Ltd. Large Cap Insurance (45.08) 0.81% 0 51.75%
Angel One Ltd. Small Cap Financial (33.21) 0.77% 24.62 130.32%
SIS Ltd. Small Cap Services (46.9) 0.76% 22.44 21.33%
Metropolis Healthcare Ltd. Small Cap Healthcare (64.18) 0.69% -1.11 36.82%
CSB Bank Ltd. Small Cap Financial (25.23) 0.68% 0 42.85%
UTI Asset Management Company Ltd. Small Cap Financial (44.17) 0.66% 16.94 31.9%
MakeMy Trip Ltd. Services 0.6% 0%
Medi Assist Healthcare Services Ltd. Services (222.33) 0.57% 61.54 0%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 0.35% 28.3 41.05%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.34% 26.45 -0.13%
Others Others 0.16% 0%
CE Info Systems Ltd. Small Cap Technology (45.72) 0.11% 18.8 37.71%

Market Cap

Allocation
Others 0.59

Sector Allocation

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 364-D 10/10/2024 Financial 0.59% 0%

Market Cap

Allocation
Others 4.1

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.17% 0%
Others Others -0.07% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Services Fund Regular Plan?

The top holdings of this fund are ICICI Bank Ltd., Bharti Airtel Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Apollo Hospitals Enterprise Ltd.

Top 5 Sector for Sundaram Services Fund Regular Plan?

The major sectors of this fund are Financial, Services, Technology, Communication, Energy.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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