Rating : N/A

Sundaram Services Direct Payout of Income Distribution cum Capital Withdrawal

Equity

  

Sectoral Fund

NAV

14.8352-0.1065

(as on 14 May, 2021)

RETURNS

NA

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

1%

Asset Size

1339.35 Cr.

(As of 30 Apr, 2021)

Benchmark

S&P BSE 200 India INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 30 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

9.05%

HDFC Bank Ltd

8.55%

Reliance Industries Ltd Shs Dematerialised

5.49%

Bharti Airtel Ltd

5.34%

Sector Allocation

About the Scheme Type

As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of Sundaram Asset Management Company Ltd

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