Equity | Thematic - Service Industries
3Y Returns
12.35%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.69%
Fund Size
₹2297 Cr
Inception Date
21-Sep-18
Fund Manager
Rohit Seksaria
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.
Overall Fund Zi Tag
Asset Allocation
Equity
90.79%
Debt & Others
9.21%
Market Cap Allocation
Large Cap
58.94%
Mid Cap
14.86%
Small Cap
17.80%
Other Cap
8.40%
Investment Objective
To Seek Capital Appreciation By Investing In Equity / Equity Related Instruments Of Companies Who Drive A Majoirty 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, Designservices Etc.
Fund House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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