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Snapshot
Snapshot
Sundaram Services Fund - Regular (IDCW)
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Summary
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram Services Fund - Regular (IDCW)
AMC : Sundaram Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 29-Aug-18
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 5262.21
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.76 -2.05 9.91 5.33 -10.05 2.38 4.60 10.20
Category Avg -0.95 -1.81 7.03 10.28 4.66 12.44 12.21 13.23
Category Best 5.85 12.05 28.40 39.89 34.34 36.17 23.71 42.14
Category Worst -2.60 -6.56 -1.86 -7.10 -17.65 -4.61 -0.21 -12.52
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0521 4.8778 0.0102 -4.4223 -0.0368
Asset Allocation
Holdings
Company Name% Hold
Eternal 5.94
Bharti Airtel 4.95
Axis Bank 4.61
Reliance Industr 3.92
Interglobe Aviat 3.79
Adani Ports 3.30
Rategain Travel 3.03
Kotak Mah. Bank 2.84
Apollo Hospitals 2.78
ICICI Bank 2.72
Shriram Finance 2.71
Bajaj Finserv 2.71
Info Edg.(India) 2.70
Titan Company 2.67
One 97 2.61
PNB Housing 2.50
Coforge 2.37
Aster DM Quality 2.33
Chola Financial 2.33
HDFC Bank 2.28
Affle 3i 2.14
Indus Towers 2.09
PB Fintech. 1.69
AAVAS Financiers 1.62
Bandhan Bank 1.54
Life Insurance 1.38
Landmark Cars 1.33
Sapphire Foods 1.25
Delhivery 1.16
Chalet Hotels 1.14
Angel One 1.12
Senco Gold 1.09
Five-Star Bus.Fi 1.08
Phoenix Mills 1.07
Ujjivan Small 0.99
Metropolis Healt 0.98
Bharti Hexacom 0.88
SIS 0.87
Prudent Corp. 0.86
HDFC Life Insur. 0.84
Medi Assist Ser. 0.82
Fortis Health. 0.82
CSB Bank 0.79
Onemi Technology 0.75
Equitas Sma. Fin 0.71
Manipal Health 0.61
R Systems Intl. 0.51
UTI AMC 0.50
Westlife Food 0.48
LTM 0.47
REC Ltd 0.44
Infosys 0.26
ICICI Pru Life 0.18
TBILL-364D 0.91
TREPS 2.94
Net CA & Others -0.24
Margin Money For Derivatives 0.00
Make My Trip Ltd (USD) 0.78
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