Sundaram Services Fund

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Description:

An open ended equity scheme investing in Services Sector.

Target Investors:

The Scheme is appropriate for investors who are seeking a diversified investment in the Services Sector which is the largest and the fastest growing segment of the economy.

Fund 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 Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Staffing, Wealth management, Insurance, Retail credit, Media, Retail, Internet & Online services, Aviation, Legal, Architecture, Design services, etc.
Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Source: CMIE, Sundaram Asset Management
 
Moderately High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investing 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.

Past performance may or may not be sustained in future.

Fund Facts

Inception September 2018
Scheme Type An open ended equity scheme investing in Services Sector
Benchmark S&P BSE 200
Fund Manager S Krishnakumar, Rahul Baijal & Rohit Seksaria (Equity) & Dwijendra Srivastava (Fixed Income).
Investment Objective To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty 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.
Average AUM for the month of Crores
Plans Regular, Direct
Options Growth, Dividend Payout, Dividend Re-Investment & Dividend Sweep
Min. Initial Investment 5,000
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load NIL
Exit Load (both plans) For redemption within 12 months from the date of allotment - 1%. For redemption on or after 12 months from the date of allotment - Nil.