Item: Sundaram Services Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Services Direct Growth

22.669 (-0.152%)

NAV on September 09, 2022

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 2,297 cr

Turnover Ratio 28.79%

Expense Ratio 0.69%

Exit Load 1.00% if redeemed within
365 Days 0.00% if redeemed after 365 Days

Returns

1M: 4.12%
1Y: 7.98%
3M: 11.73%
3Y: 27.72%
6M: 13.09%
5Y: N/A

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Ravi Gopalakrishnan (Since 4 months) Rohit Seksaria (Since almost 4 years)

ISIN INF903JA1FA2

Fund Family Sundaram

P/E Ratio 26.70

P/B Ratio 4.06

Launch Date September 21, 2018

Benchmark IISL Nifty Services Sector TR INR

RISK MEASURES (3 yrs)

vs IISL Nifty Services Sector TR INR

Alpha 10.04

Beta 0.89

R-Squared 86.77

Info Ratio 1.12

Tracking Err 9.21

Sortino 1.320

Sharpe 0.960

Std Dev 24.042

Risk -

SECTOR WEIGHTINGS (%)

Financial 47.15%

Industrial 5.55%

Technology 5.05%

Basic Materials 0.0%

Consumer Cyclical 9.66%

Utilities Services 2.28%

Healthcare Services 5.48%

Energy Services 6.53%

Communication Services 15.64%

Consumer Defensive 0.00%

Real Estate 2.66%

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. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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