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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: 5,076 Cr

Best performing Sectoral Fund - Service Industry

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Sectoral Fund - Service Industry

Sundaram Services Fund
  • AUM
    ₹ 3,745.64 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    29.18%
Performance
The fund's annualised performance has been 20.98% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.72% vs its category average of 14.69%.
Composition
Large Cap makes up for the majority of the fund at 51.33% along with the largest allocation towards Private Banks at 20.61%.
ICICI Pru Exports & Services Fund
  • AUM
    ₹ 1,330.73 Cr.
  • Expense Ratio
    1.62%
  • 5Y CAGR
    28.55%
Performance
The fund's annualised performance has been 19.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.67% vs its category average of 14.69%.
Composition
Large Cap makes up for the majority of the fund at 72.01% along with the largest allocation towards Private Banks at 21.93%.
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