Sundaram Services Regular Growth
Medium
Risk
Equity
Other
+
20.61
%
20.61
%
3Y annualised
+
0.25
%
0.25
%
1D
1M
6M
1Y
3Y
All
Fund size
3231
NAV:
Mar 7, 2024
27.9448
Sector
Tech
Type
Equity
Launched
Sep 2018
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
9.77
%
Bharti Airtel Ltd
8.25
%
HDFC Bank Ltd
7.78
%
Reliance Industries Ltd
5.28
%
Cholamandalam Financial Holdings Ltd
3.19
%
Apollo Hospitals Enterprise Ltd
3.13
%
Titan Co Ltd
2.87
%
IndusInd Bank Ltd
2.53
%
Axis Bank Ltd
2.5
%
LTIMindtree Ltd
2.48
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Services Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
