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

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

36.064 (0.543%)

NAV on April 23, 2025

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 3,746 cr

Turnover Ratio 48.15%

Expense Ratio 0.85%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

1M: 7.28%
1Y: 17.98%
3M: 6.08%
3Y: 18.79%
6M: 1.65%
5Y: 29.73%

Min Investment 100

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ADDITIONAL INFO

Fund Manager S. Bharath (Since 10 months) Rohit Seksaria (Since over 6 years) Pathanjali Srinivasan (Since 10 months)

ISIN INF903JA1FA2

Fund Family Sundaram

P/E Ratio 21.89

P/B Ratio 3.07

Launch Date September 21, 2018

Benchmark Nifty Services Sector TR INR

SECTOR WEIGHTINGS (%)

Financial 40.02%

Industrial 6.08%

Technology 7.11%

Basic Materials 0.0%

Consumer Cyclical 13.93%

Utilities Services 0.0%

Healthcare Services 8.36%

Energy Services 5.58%

Communication Services 16.90%

Consumer Defensive 0.00%

Real Estate 2.03%

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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