Sundaram Services Fund - Direct Plan has delivered 136.61% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #11 in its category based on 5-year returns.
The largest portfolio holding is ETERNAL LTD PREVIOUSLY ZOMATO LTD with a portfolio weight of 5.61% .
The fund currently owns more than 59 stocks.
The top 10 holdings account for 38.18% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.78% | -0.11% |
| 2 Year Return | 51.08% | 12.90% |
| 3 Year Return | 78.76% | 41.33% |
| 4 Year Return | 227.74% | 59.19% |
| 5 Year Return | 258.26% | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.64% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
5.61%
|
|
| 2 | Communication Services |
5.52%
|
|
| 3 | Financials |
4.36%
|
|
| 4 | Energy |
4.11%
|
|
| 5 | Industrials |
3.60%
|
|
| 6 | Industrials |
3.53%
|
|
| 7 | IT Consulting & Software |
3.04%
|
|
| 8 | Health Care |
2.87%
|
|
| 9 | Holding Company |
2.79%
|
|
| 10 | Financials |
2.75%
|
|
| 11 | Finance - Banks - Private Sector |
2.71%
|
|
| 12 | Consumer Discretionary |
2.62%
|
AMC: SUNDARAM
Category: Equity • Sectoral/Thematic
Launch Date: 29 Aug 2018
Fund Manager: Mr. Rohit Seksaria
Minimum Purchase: ₹100
Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Sundaram Services Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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