Sundaram Services Fund

An open-ended equity scheme investing in Services Sector

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About This Fund

The fund will invest in a well-diversified portfolio of large cap, mid cap and small cap stocks - multi cap portfolio offering investment opportunity across the cap curve
The Fund will invest in companies that are part of the Services sector of the economy. Services sector includes Financial Services - Retail Lenders, Wealth Management and Insurance Providers; Healthcare Services & Fitness - Hospitals and Diagnostics; Trade, Tourism & Hospitality - Retail, Hotels & Restaurant and Tourism; Transportation - Aviation and Logistics; Business Services - BPM Services and Staffing; Other Services - Media, Entertainment & Gaming, Telecom/Data Provider and Online Services.

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

The fund will invest in a well-diversified portfolio of large cap, mid cap and small cap stocks - multi cap portfolio offering investment opportunity across the cap curve
The Fund will invest in companies that are part of the Services sector of the economy. Services sector includes Financial Services - Retail Lenders, Wealth Management and Insurance Providers; Healthcare Services & Fitness - Hospitals and Diagnostics; Trade, Tourism & Hospitality - Retail, Hotels & Restaurant and Tourism; Transportation - Aviation and Logistics; Business Services - BPM Services and Staffing; Other Services - Media, Entertainment & Gaming, Telecom/Data Provider and Online Services.

Ideal For

Investors who are seeking a diversified investment in the Services Sector.
Long term capital growth.
Investment in equity/ equity related instruments of companies who have business predominantly in the Services Sector of the economy.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majority 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, Design services etc.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged
For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Scheme Information Document

Statement of Additional Information