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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹36.9194 0.18%
As on 16-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Services Fund - Direct Plan
|
|
Very High
|
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0.76 |
||
|
|
Very High
|
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0.64 |
|||
|
|
Very High
|
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0.74 |
|||
|
|
Very High
|
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0.51 |
|||
|
|
Very High
|
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0.62 |
₹3,998 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme seeks capital appreciation by investing in equity / equity related instruments of companies who drive a majority of their income from business predominantly in the Services sector of the economy.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Services Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Services Fund - Direct Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Sundaram Services Fund - Direct Plan, is ₹36.9194 as of 18-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
7.80
|
|
|
5.45
|
|
|
5.38
|
|
|
3.81
|
|
|
3.49
|
Over the past five years, Sundaram Services Fund - Direct Plan has delivered an annualised return of 30.51% as of 18-May-2025.
The minimum investment required to start investing in Sundaram Services Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
