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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) 4613.83
 
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 -4.25 -10.34 -18.97 -16.86 -0.89 7.44 6.53 9.76
Category Avg -4.60 -7.95 -9.01 -8.02 7.37 16.42 13.95 10.51
Category Best -0.20 -1.44 4.71 9.60 37.49 32.84 27.06 37.90
Category Worst -6.80 -16.63 -23.81 -24.13 -12.90 0.59 2.54 -23.40
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 [%]
1.1656 4.5174 0.3482 -1.9835 -0.0059
Asset Allocation
Holdings
Company Name% Hold
Bharti Airtel 6.40
HDFC Bank 6.32
Axis Bank 5.42
Reliance Industr 4.63
Eternal 4.23
Adani Ports 3.59
Shriram Finance 3.01
ICICI Bank 2.94
Bajaj Finserv 2.93
Apollo Hospitals 2.79
Titan Company 2.59
Aster DM Health. 2.33
Interglobe Aviat 2.29
Chola Financial 2.23
Info Edg.(India) 2.23
PNB Housing 2.13
Indus Towers 2.13
Rategain Travel 1.95
Affle 3i 1.71
One 97 1.63
AAVAS Financiers 1.61
ICICI Pru Life 1.54
Bandhan Bank 1.38
Delhivery 1.26
Landmark Cars 1.21
Sapphire Foods 1.18
Chalet Hotels 1.16
Ujjivan Small 1.14
Senco Gold 1.13
PB Fintech. 1.09
Coforge 1.09
Phoenix Mills 1.07
Bharti Hexacom 1.05
Angel One 1.03
CSB Bank 1.02
Infosys 1.01
Kotak Mah. Bank 0.98
REC Ltd 0.96
Medi Assist Ser. 0.90
UTI AMC 0.89
Metropolis Healt 0.85
Equitas Sma. Fin 0.84
PVR Inox 0.78
Westlife Food 0.74
LTIMindtree 0.69
IndusInd Bank 0.69
R Systems Intl. 0.69
Fortis Health. 0.68
Prudent Corp. 0.66
Tech Mahindra 0.63
SIS 0.61
Swiggy 0.06
TREPS 3.93
Net CA & Others -0.15
Margin Money For Derivatives 0.01
Sundaram Money Fund - Direct (G) 1.13
Swiggy 0.17
Make My Trip Ltd (USD) 0.83
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