6M
1Y
3Y
All
Fund Details
Sundaram Value Fund Series VII Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.72% |
| NAV | ₹10.01 (25 Jan 2021) |
|---|---|
| Fund Started | 07 Mar 2017 |
| Fund Size | ₹28 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
8.6%
-5.0%
-
-3.1%
Category Average
16.8%
-6.5%
-
-
Rank Within Category
16
2
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 8.6% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 6.2% |
| State Bank of India | Financial | Equity | 5.9% |
| Axis Bank Ltd. | Financial | Equity | 5.6% |
| Butterfly Gandhimathi Appliances Ltd | Cons Durable | Equity | 4.3% |
| India Cements Ltd. | Construction | Equity | 4.0% |
| Brigade Enterprises Ltd. | Construction | Equity | 4.0% |
| TD Power Systems Ltd. | Engineering | Equity | 3.9% |
| Bharti Airtel Ltd. | Communication | Equity | 3.7% |
| Praj Industries Ltd. | Engineering | Equity | 3.2% |
| Tata Motors Ltd. | Automobile | Equity | 2.9% |
See All
Fund Managers
Dwijendra Srivastava
S Bharath
Sundaram Value Fund Series VII Direct Growth Details
Sundaram Value Fund Series VII Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 07 Mar 2017. S Bharath is the Current Fund Manager of Sundaram Value Fund Series VII Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹28 Cr and the Latest NAV as of 25 Jan 2021 is ₹10.01.
The Sundaram Value Fund Series VII Direct Growth is rated Moderately High risk.
Investment Objective
The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.
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
E-mail
ravis@sundarammutual.comWebsite
NASundaram 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,
Website
www.karvymfs.comSimilar Funds
