3 Year return
14.25%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4067.66 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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
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
Sundaram Mutual Fund Managers
RB
Rahul Baijal
Fund Manager since Apr 2022
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India Infrastructure Fund |
30.79% |
0 |
Quant Infrastructure Fund |
28.06% |
0 |
DSP Healthcare Fund |
22.47% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About the Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment
The Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment by Sundaram Mutual Fund is an open-ended equity mutual fund scheme that invests in a diversified portfolio of service companies. The fund also offers an IDCW (in-direct cumulative dividend with reinvestment) option, which means that investors can choose to have their dividends reinvested in the fund. This can help to grow the investor's investment over time. Being an open-ended scheme, investors can buy or sell fund units at any time during trading hours.
Investment Objectives of the Scheme
The investment objective of the Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of services companies.
Key Features of The Fund
5-year return | 23.43% |
Expense Ratio | 0.7% |
Fund Manager | Rahul Baijal |
Fund Size | ₹4067.66 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment is a suitable investment for investors who are looking for high potential returns with the ability to take on moderate risk. The fund is best suited for investors with a long-term investment horizon of at least 5 years. If you are an investor who is looking for high potential returns with the ability to take on moderate risk, and you would like to have your dividends reinvested in the fund, then the Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment can be a good option for you. However, it is important to do your own research before investing in any mutual fund scheme.
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 |
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.
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FAQs
What is today's NAV of Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
What is the AUM of Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
What is the expense ratio of Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
What are the returns of Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
How do I invest in Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.