₹ 4,425.86 Cr
1.86%
NIFTY Service Sector TRI
INF903JA1EX7
100.0
100.0
100
FM1: Mr. Rohit Seksaria; FM2: Mr. Pathanjali Srinivasan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | 9.13 | 18.79 | 24.58 |
| Nifty Services Sector TRI | 6.71 | 13.02 | 17.22 |
Equity
Debt
Others
To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majority 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.69 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.96 |
| ZOMATO LIMITED EQ | 4.82 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.72 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.28 |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/- | 3.46 |
| TREPS | 2.89 |
| Sundaram Liquid Fund - Direct Growth | 2.83 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 2.75 |
| Shriram Finance Limited | 2.67 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.87 |
| Consumer Services | 11.97 |
| Telecommunication | 9.78 |
| Information Technology | 9.17 |
| Healthcare | 7.28 |
| Services | 6.5 |
| Oil, Gas & Consumable Fuels | 4.72 |
| Consumer Durables | 2.78 |
| Realty | 1.61 |
| Media, Entertainment & Publication | 1.03 |
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Services Reg Gr | 24.58 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 30.82 |
| ICICI Pru India Opportunities Cum | 32.14 |
| Franklin India Opportunities Gr | 27.61 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 20.74 |
| ICICI Pru Exports & Services Gr | 23.71 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 19.25 |
| SBI Equity Minimum Variance Fund Reg Gr | 17.65 |