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Sundaram Services Fund Regular Plan-Idcw Payout

Equity | Thematic - Service Industries

(NAV as of 18/04/2024)
20.84 (-0.44)

3Y Returns

14.91%

Min SIP

100

Min Lumpsum

100

Expense Ratio

2.15%

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.

Wealthzi View

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%

Sector Allocation

Banks

25.41%

Finance

10.62%

Internet and Technology

8.51%

Telecom

8.25%

Health Care

6.04%

Top Ten Holdings

ICICI Bank Ltd

9.77%

Bharti Airtel Ltd

8.25%

HDFC Bank Ltd

7.78%

Reliance Industries Ltd

5.28%

TREPS

5.16%

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

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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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: Sahad PV, 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.

The information is only for consumption by the client and such material should not be redistributed.