Sundaram Value Fund Series X Regular Growth+0.27%

3
11.02%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
All

Fund Details

Sundaram Value Fund Series X Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.34%
NAV9.11 (05 Aug 2020)
Fund Started23 Nov 2017
Fund Size54 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Value Fund Series X Regular Growth
11.0%
NA
NA
-3.4%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
14
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 11.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity7.0%
    ICICI Bank Ltd.FinancialEquity5.2%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity5.1%
    Larsen & Toubro Ltd.ConstructionEquity4.3%
    National Thermal Power Corp. Ltd.EnergyEquity3.8%
    Ipca Laboratories Ltd.HealthcareEquity3.8%
    Aurobindo Pharma Ltd.HealthcareEquity3.8%
    Cipla Ltd.HealthcareEquity3.8%
    Petronet LNG Ltd.EnergyEquity3.3%
    State Bank of IndiaFinancialEquity3.1%
    See All

    Fund Managers

    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed

    Sundaram Value Fund Series X Regular Growth Details

    Sundaram Value Fund Series X Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 23 Nov 2017. S Bharath is the Current Fund Manager of Sundaram Value Fund Series X Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹54 Cr and the Latest NAV as of 05 Aug 2020 is ₹9.11.

    The Sundaram Value Fund Series X Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.

    Investment Objective

    To provide long term capital growth by investing primarily in well-diversified portfolio of companies accumulated at a discount to its fair value after taking into consideration various factors such as earnings, Asset Value, free cash flow and dividend yield. However, there can be no assurance that the investment objective of the Scheme will be realized.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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