Sundaram Services Fund Regular Plan - Reinvestment Of Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.86
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Services Sector TRI
Inception: 29-08-2018
Exit Load: Nil
Fund Size:₹4,795.84 Cr
Performance
1Y
Fund-10.99%
Cat. Avg.N/A
2Y
Fund-3.30%
Cat. Avg.N/A
3Y
Fund4.13%
Cat. Avg.N/A
5Y
Fund6.58%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund10.34%
Cat. Avg.N/A
Fund Facts
Beta
1
Std Dev
12.50%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Ltd | 290.91 | 5.90% |
| 2 | HDFC Bank Ltd | 283.71 | 5.75% |
| 3 | Zomato Ltd | 252.24 | 5.11% |
| 4 | Axis Bank Ltd | 245.42 | 4.97% |
| 5 | Reliance Industries Ltd | 209.13 | 4.24% |
| 6 | Adani Ports and Special Economic Zone Ltd | 197.33 | 4.00% |
| 7 | Interglobe Aviation Ltd | 161.64 | 3.28% |
| 8 | Rate Gain Travel Technologies Ltd | 153.12 | 3.10% |
| 9 | Apollo Hospitals Enterprise Ltd | 142.85 | 2.90% |
| 10 | ICICI Bank Ltd | 135.18 | 2.74% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58325 | -2.8% | -5.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.15 L. | -3.9% | -4.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.79 L. | -0.6% | -0.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.28 L. | +9.5% | +3.6% |
| SI | 07 Jan, 19 | 4.55 L. | 6.23 L. | +37.0% | +8.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 89011 | -11.0% | -11.0% |
| 2Y | 18 Jul, 24 | 1 L. | 93157 | -6.8% | -3.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.13 L. | +12.9% | +4.1% |
| 5Y | 19 Jul, 21 | 1 L. | 1.38 L. | +38.1% | +6.7% |
| SI | 31 Dec, 18 | 1 L. | 2.10 L. | +110.1% | +10.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.