Sundaram Services Fund-regular Plan-idcw Reinvestment

Item: Sundaram Services Fund-regular Plan-idcw Reinvestment
Rating: 2
Author: RankMF

Equity Create Wealth

 Sectoral Fund - Service Industry
Category Rank
Rating
The overall quality of stocks in the fund portfolio is poor.
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								17.9396

							(02/06/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                15.49
	                                
	                                18.75

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Sundaram Services Fund-regular Plan-idcw Reinvestment

Equity

Sectoral Fund - Service Industry

Create Wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

17.9396
(02/06/2023)

Time to Invest

Rating

The overall quality of stocks in the fund portfolio is poor.

	L 52Wk H
15.49		18.75

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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 Designservices etc. .

Category
Equity - Sectoral Fund - Service Industry
Benchmark
Nifty Services Sector - TRI
Returns
Absolute
1M
4.71%
3M
8.79%
6M
0.32%
 Annualised
1Y
14.44%
3Y
29.72%
5Y
-

Historical NAV

NAV for scheme Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

2393.28 Cr

Sundaram Services Fund-regular Plan-idcw Reinvestment AUM is 40% higher than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D

Lock In Period - NIL

Expense Ratio

Turnover Ratio

28.00%

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SUNDARAM SERVICES FUND-REGULAR PLAN-IDCW REINVESTMENT

Rating

NAV

17.9396 (02/06/2023)

Average Return (XIRR p.a.)

Get upto -22.46% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

22.46%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 3rd June 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Sundaram Services Fund-regular Plan-idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Sundaram Services Fund-regular Plan-idcw Reinvestment

24.39%

Average Return (XIRR p.a.)

Get upto 1.93%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

22.46%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Sundaram Services Fund-regular Plan-idcw Reinvestment

Sundaram Services Fund-regular Plan-idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Sundaram Services Fund-regular Plan-idcw Reinvestment

Sundaram Services Fund-regular Plan-idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Timer STP

Invest Now

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