Sundaram Services Fund

 Sundaram Services Fund

✅ *INVESTMENT APPROACH*

🔷Well diversified portfolio offering investment

opportunity across the cap curve

🔷 It is the only fund in the industry that plays

the Services sector theme. Broad based

diversified thematic fund which invests in the

high growth services portion of the economy.

🔷 Invests in companies that are part of the

Services sector of the economy, including

Financial Services, Healthcare Services &

Fitness, Trade, Tourism & Hospitality,

Transportation, Business Services and Other

Services such as Media, Entertainment &

Gaming, Telecom/Data Providers and Online

 Services.

✅ *FUND POSITIONING*

🔷Portfolio consists of good quality steady

compounders. Expect minimal churn in the

portfolio

🔷We are likely to maintain current market cap

 profile in near term. However, we may

increase mid / small cap exposure if they

correct sharply.

🔷Maintain active bets on banks / NBFCs,

media and telecom.

🔷The fund remains a steady performer in the 

Flexi Cap category.

✅ *MARKET CAP PROFILE (%)*

Cash & Others 7.8%

Small Cap 24.4%

Mid Cap 11.5%

Large Cap 56.4%

✅ *TOP 10 HOLDINGS (%)*

ICICI Bank 9.9

HDFC Ltd 7.7

Bharti Airtel 7.0

Reliance Industries 5.3

HDFC Bank 4.6

Axis Bank 3.2

Apollo Hospitals Enterprise 3.0

Titan Company 2.8

SBI Life Insurance Company 2.5

LTIMindtree 2.5

✅ *Sundaram

 Services Fund*

👉1 year : 18.56%

👉3 years : 28.86%

👉Since Inception:  19.28%

Regards,

Shailesh Shetty