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: 5
💰 Total AUM: 7,782 Cr

Best performing Sectoral Fund - Service Industry

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Sundaram Services Fund	4,146.35	0.69	5.17%	18.33%	18.72%
ICICI Pru Exports & Services Fund	1,377.89	1.67	6.82%	20.49%	18.31%
Motilal Oswal Services Fund	103.44	0.81	—%	—%	—%
Axis Services Opportunities Fund	1,442.83	0.78	—%	—%	—%
Kotak Services Fund	712.06	0.92	—%	—%	—%

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Overview of Sectoral Fund - Service Industry

Sundaram Services Fund

AUM
₹ 4,146.35 Cr.
Expense Ratio
0.69%
5Y CAGR
18.72%

Performance

The fund's annualised performance has been 18.87% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.79% vs its category average of 14.91%.

Composition

Large Cap makes up for the majority of the fund at 52.98% along with the largest allocation towards Private Banks at 20%.

ICICI Pru Exports & Services Fund

AUM
₹ 1,377.89 Cr.
Expense Ratio
1.67%
5Y CAGR
18.31%

Performance

The fund's annualised performance has been 18.33% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.57% vs its category average of 14.91%.

Composition

Large Cap makes up for the majority of the fund at 64.22% along with the largest allocation towards IT Services & Consulting at 13.45%.

Motilal Oswal Services Fund

AUM
₹ 103.44 Cr.
Expense Ratio
0.81%
5Y CAGR
0%

Performance

The fund's annualised performance has been 0% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.6% vs its category average of 14.91%.

Composition

Small Cap makes up for the majority of the fund at 40.51% along with the largest allocation towards Specialized Finance at 16.28%.

Axis Services Opportunities Fund

AUM
₹ 1,442.83 Cr.
Expense Ratio
0.78%
5Y CAGR
0%

Performance

The fund's annualised performance has been 0% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.58% vs its category average of 14.91%.

Composition

Large Cap makes up for the majority of the fund at 54.02% along with the largest allocation towards Private Banks at 17.1%.

Kotak Services Fund

AUM
₹ 712.06 Cr.
Expense Ratio
0.92%
5Y CAGR
0%

Performance

The fund's annualised performance has been 0% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.04% vs its category average of 14.91%.

Composition

Large Cap makes up for the majority of the fund at 55.01% along with the largest allocation towards Miscellaneous at 22.86%.

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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