Sectoral Fund - Service Industry

Sectoral Funds - Service Industry are equity schemes that majorly invest in companies that provide intangible products and services. It will give exposure to entire service sector which comprised a wide range of companies invovled in retail, transport, food services and other service-dominated businesses.

⏱ Horizon: Long
🔢 Total funds: 2
💰 Total AUM: 3,918 Cr

Best performing Sectoral Fund - Service Industry

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Sectoral Fund - Service Industry

Sundaram Services Fund

AUM
₹ 2,806.85 Cr.
Expense Ratio
1.97%
5Y CAGR
22.89%

Performance

The fund's annualised performance has been 22.4% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.09% vs its category average of 8.51%.

Composition

Large Cap makes up for the majority of the fund at 49.76% along with the largest allocation towards Private Banks at 26.63%.

ICICI Pru Exports & Services Fund

AUM
₹ 1,111.52 Cr.
Expense Ratio
1.72%
5Y CAGR
18.23%

Performance

The fund's annualised performance has been 19.15% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.94% vs its category average of 8.51%.

Composition

Large Cap makes up for the majority of the fund at 68.98% along with the largest allocation towards Private Banks at 17.46%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

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