3 Year return

12.6%
Launched on August 2018 (6 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3891.27 Cr.

Expense Ratio

0.7% (inclusive of GST)

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RB

Rahul Baijal

Fund Manager since Apr 2022

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹67,164.09 Cr.
No. of Schemes 168
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Services Fund Direct Plan Payout of IDCW Payout

Sundaram Services Fund Direct Plan Payout of IDCW Payout is an actively managed services sector fund managed by Sundaram Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a payout option, which means that investors will receive dividends on a regular basis.

Investment Objectives of the Scheme

The investment objective of Sundaram Services Fund Direct Plan Payout of IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of services sector stocks. The fund seeks to achieve its objective by investing in a mix of services sector stocks that are expected to grow at a faster pace than the overall market.

Key Features of The Fund

5-year return 18.25%
Expense Ratio 0.7%
Fund Manager Rahul Baijal
Fund Size ₹3891.27 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Sundaram Services Fund Direct Plan Payout of IDCW Payout is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

What is today's NAV of Sundaram Services Fund Direct Plan Payout of IDCW Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Services Fund Direct Plan Payout of IDCW Payout Oct 11 2024 is 26.8095

What is the AUM of Sundaram Services Fund Direct Plan Payout of IDCW Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Services Fund Direct Plan Payout of IDCW Payout is 3891.27 crore.

What is the expense ratio of Sundaram Services Fund Direct Plan Payout of IDCW Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Services Fund Direct Plan Payout of IDCW Payout is 0.7%

What are the returns of Sundaram Services Fund Direct Plan Payout of IDCW Payout since inception?

The Sundaram Services Fund Direct Plan Payout of IDCW Payout was launched on Aug 29 2018. The fund has delivered a CAGR of 17.66 since inception.

What is the minimum SIP amount to invest in Sundaram Services Fund Direct Plan Payout of IDCW Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Services Fund Direct Plan Payout of IDCW Payout is 100.

How do I invest in Sundaram Services Fund Direct Plan Payout of IDCW Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Services Fund Direct Plan Payout of IDCW Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Services Fund Direct Plan Payout of IDCW Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Services Fund Direct Plan Payout of IDCW Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.