Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Value Fund Series III Direct Growth

Sundaram Value Fund Series III Direct Growth

Equity
Multi Cap
Very High Risk
17.59%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
All
NAV: 05 Feb 2021₹21.23
Min. SIP amountNA
RatingNA
Fund size₹44.75 Cr

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA17.6%8.5%16.2%
Category averageNA66.0%9.5%NA
Rank with in categoryNA195NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
FinancialEquity7.2%
EnergyEquity6.7%
FinancialEquity6.3%
TechnologyEquity5.6%
FinancialEquity5.5%
ChemicalsEquity3.9%
ConstructionEquity3.4%
ChemicalsEquity3.4%
CommunicationEquity3.0%
FMCGEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Apr 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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