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- Sundaram Services Fund Idcw Direct Plan
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Sundaram Services Fund Idcw Direct Plan
NAV (Sep 5,2024)
Introducing the Sundaram Services Fund - IDCW - Direct Plan. This fund offers a unique opportunity for investors to grow their wealth with a minimum investment of Rs. 100. With an expense ratio of 0.79%, this fund aims to maximize returns by investing in the services sector. The fund has an established track record since September 21, 2018, and currently holds assets under management worth Rs. 3,210.59 crore. It offers a dividend payout option, allowing investors to receive regular income.
Sundaram Services Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Services Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio44.24
- P/B Ratio6.46
- Alpha0.07
- Beta0.69
- Sharpe0.19
- Sortino0.31
Fund Overview
0.79%
0%
No Lock-in
₹ 3210.59 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Sep 08, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 11,749.82 (17.50%) | ₹ 12,032.24 (20.32%) | ₹ 13,564.07 (35.64%) | ₹ 17,190.59 (71.91%) | ₹ 33,038.84 (230.39%) |
₹ 30,000 | ₹ 35,249.46 (17.50%) | ₹ 36,096.72 (20.32%) | ₹ 40,692.21 (35.64%) | ₹ 51,571.77 (71.91%) | ₹ 99,116.52 (230.39%) |
₹ 50,000 | ₹ 58,749.1 (17.50%) | ₹ 60,161.2 (20.32%) | ₹ 67,820.35 (35.64%) | ₹ 85,952.95 (71.91%) | ₹ 1,65,194.2 (230.39%) |
₹ 80,000 | ₹ 93,998.56 (17.50%) | ₹ 96,257.92 (20.32%) | ₹ 1,08,512.56 (35.64%) | ₹ 1,37,524.72 (71.91%) | ₹ 2,64,310.72 (230.39%) |
₹ 1,00,000 | ₹ 1,17,498.2 (17.50%) | ₹ 1,20,322.4 (20.32%) | ₹ 1,35,640.7 (35.64%) | ₹ 1,71,905.9 (71.91%) | ₹ 3,30,388.4 (230.39%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Ltd9.53%
- HDFC Bank Ltd9.40%
- Bharti Airtel Ltd7.32%
- TREPS4.58%
- Reliance Industries Ltd4.48%
- Apollo Hospitals Enterprise Ltd2.83%
- Cholamandalam Financial Holdings Ltd2.83%
- Titan Company Ltd2.77%
- Zee Entertainment Enterprises Ltd2.67%
- IndusInd Bank Ltd2.66%
- Axis Bank Ltd2.36%
- Equitas Small Finance Bank Limited2.16%
- LTIMindtree Ltd2.16%
- ICICI Prudential Life Insurance Company Ltd2.13%
- PVR INOX Ltd2.06%
- Ujjivan Financial Services Ltd1.99%
- Multi Commodity Exchange of India Ltd1.95%
- Fortis Health Care Ltd1.84%
- Westlife Foodworld Ltd1.71%
- SBI Life Insurance Company Ltd1.69%
- Can Fin Homes Ltd1.66%
- Rate Gain Travel Technologies Ltd1.64%
- Chalet Hotels Ltd1.62%
- Bajaj Finance Ltd1.59%
- Affle India Ltd1.54%
- Container Corporation of India Ltd1.49%
- Indraprastha Gas Ltd1.41%
- Page Industries Ltd1.40%
- The Phoenix Mills Ltd1.37%
- Coforge Ltd1.36%
- Aavas Financiers Ltd1.27%
- Avenue Supermarts Ltd1.23%
- Persistent Systems Ltd1.19%
- Info Edge India Ltd1.08%
- Gujarat State Petronet Ltd1.04%
- Sapphire Foods India Ltd1.00%
- Transport Corporation of India Ltd0.91%
- Senco Gold Ltd0.88%
- Aster DM Healthcare Ltd0.82%
- SIS Ltd0.79%
- Angel One Ltd0.73%
- Metropolis Healthcare Ltd0.73%
- UTI Asset Management Co Ltd0.70%
- ICICI Lombard General Insurance Company Ltd0.67%
- Cholamandalam Investment and Finance Company Ltd0.66%
- CSB Bank Ltd0.66%
- Days T Bill0.59%
- Make My Trip Ltd USD0.46%
- Tata Technologies Ltd0.43%
- Kotak Mahindra Bank Ltd0.39%
- CE Info Systems Private Limited0.12%
- Cash and Other Net Current Assets-0.54%
- Bank - Private27.16%
- IT - Software6.89%
- Insurance4.49%
- Refineries4.48%
- Miscellaneous4.03%
- Diamond & Jewellery3.64%
- Finance - Housing2.93%
- Finance - Investment2.83%
- BPO/ITeS2.61%
- Logistics2.40%
- Finance - NBFC2.26%
- Finance Term Lending1.99%
- Restaurants1.71%
- Textile1.40%
- Retailing1.23%
- Consumer Food1.00%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| EQUITY | Very High | 32.65% |
| EQUITY | Very High | 31.22% |
| EQUITY | Very High | 28.02% |
| EQUITY | Very High | 19.02% |
| EQUITY | Very High | 13.10% |
| EQUITY | Very High | 12.71% |
| EQUITY | Very High | 11.48% |
| EQUITY | Very High | 10.97% |
| EQUITY | Very High | 7.00% |
| EQUITY | Very High | 2.09% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 79.65% |
| EQUITY | Very High | 67.41% |
| EQUITY | Very High | 67.15% |
| EQUITY | Very High | 60.87% |
| EQUITY | Very High | 57.25% |
| EQUITY | Very High | 54.38% |
| EQUITY | Very High | 47.16% |
| EQUITY | Very High | 29.05% |
| DEBT | Low | 21.71% |
| EQUITY | Very High | 15.81% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 39.48% |
| EQUITY | Very High | 37.17% |
| EQUITY | Very High | 35.65% |
| EQUITY | Very High | 34.39% |
| EQUITY | Very High | 32.74% |
| EQUITY | Very High | 31.12% |
| EQUITY | Very High | 22.70% |
| EQUITY | Very High | 20.90% |
| EQUITY | Very High | 18.66% |
| DEBT | Low | 12.36% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 39.11% |
| EQUITY | Very High | 25.67% |
| EQUITY | Very High | 22.73% |
| EQUITY | Very High | 17.65% |
| EQUITY | Very High | 14.48% |
| EQUITY | Very High | 14.24% |
| EQUITY | Very High | 14.14% |
| EQUITY | Very High | 13.92% |
| EQUITY | Very High | 8.63% |
| EQUITY | Very High | 2.22% |
Fund Managers
Mr. Rohit Seksaria
Mr. Ravi GopalakrishnanHead - Equity
Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
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Sundaram Services Fund - IDCW - Direct Plan
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Sundaram Services Fund - IDCW - Direct Plan
FAQ's
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