SUNDARAM SERVICES FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM SERVICES FUND-REG(G)	market linked	35.69 %	23.54 %	21.28 %
BenchMark : Nifty Services Sector - TRI	BenchMark Return	22.79	13.51	13.26
Value of Rs. 1,00,000 Invested	current value	135690	188548	262389

scheme objective	To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. However, there can be no assurance that the investment objective of the Scheme will be realized.Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Designservices etc.
Category	Mutual Fund > Equity > Sectoral / Thematic
Fund Type	Open Ended
Fund Manager	Rohit Seksaria
Minimum Amount for Lumpsum Investment (Rs.)	100
Minimum Amount for SIP Investment (Rs.)	100
Nav Date	25/04/2024
Nav	28.74
AUM (Cr.)	3284.11
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.