Sundaram Services Fund Sundaram Services Fund
Sundaram Services Fund

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Key highlights about the sector

Services sector accounts for almost

55%

of India’s GVA

India’s services sector is among the fastest growing in the world at

9.6%*

Companies operating in the Services sector tend to have high growth and steady margins. NSE Services Index delivered average* revenue growth of 16% with steady margins in 47-51% range.
(Period considered: FY 2011 to FY 2023)
Source: CMIE, Motilal Oswal, In-house Computation
* FY24 nominal GVA growth of Services sector of the economy

Why Sundaram Services Fund?

  • Sundaram Services Fund is a unique offering in the industry
  • It's a secular, well diversified (both on sectoral and market cap curve basis) multi cap portfolio of ~45 stocks.
  • It invests 40-60% in large caps and balance in mid and small caps.

Strategy: Overview of Services Sector

Fund Video
Fund Video
Fund Video
Fund Video
Fund Video
Fund Video

Performance comparison with benchmark

Period Fund
(%)		 Nifty Services Sector TRI
Tier I
(%)		 Nifty 500 Multicap 50:25:25 TRI
Tier II
(%)		 Additional Benchmark
Nifty 50 TRI
(%)

Performance of 10,000 invested at launch

Period Fund
()		 Nifty Services Sector TRI
Tier I
()		 Nifty 500 Multicap 50:25:25 TRI
Tier II
()		 Additional Benchmark
Nifty 50 TRI
()

Returns are computed using the NAV of the Regular Plan - Growth Option on a CAGR basis for periods above one year and on an absolute basis for a one-year period for Regular Plan - Growth Option. Load and taxes are not considered for computation of returns. All data provided is as on unless otherwise mentioned.

To view performance of other schemes managed by the fund manager click here.

Scheme Summary

Benchmark

S&P BSE 200

Fund Managers

Mr. Rohit Seksaria, Mr. Bharath S
Mr. Pathanjali Srinivasan (Overseas Equities)

Plans

Regular, Direct

Min. Investment

 100 and any amount thereafter For both Regular and Direct Plan  100 and multiples of  1 thereafter and for additional purchase  100 & multiples of  1 thereafter.

SIP/STP

Quarterly:  750
Monthly:  100
Weekly:  1000

Options

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

Entry Load

Nil

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  • If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load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

This product is suitable for investors who are seeking*

  • 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.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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