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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 56.16 | 1.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.64 | 46.27 | 1.80 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Services Sector - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Services Fund(IDCW) | 16.57% | 9.01% | 15.44% |
ICICI Pru Exports & Services Fund(IDCW-Payout) | 26.99% | 14.93% | 14.96% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
8.10 %
Holdings
5.03 %
Holdings
4.86 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,298.51 Cr.
Rohit Seksaria
AUM: ₹16,072.95 Cr.
|
Exp: —
S. Bharath
AUM: ₹38,385.21 Cr.
|
Exp: 7.11yrs
Patanjali Srinivasan
AUM: ₹6,304.78 Cr.
|
Exp: 3yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%