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Sundaram Value Fund Series VII Regular IDCW

Equity
Small Cap
Moderately High Risk
21.96%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 07 Dec 2021₹14.18
Min. SIP amountNA
RatingNA
Fund size₹43.11Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA64.6%22.0%8.9%
Category averageNA100.0%14.5%NA
Rank with in categoryNA1112NA
Understand terms

Holdings (18)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.0%
State Bank of IndiaFinancialEquity7.8%
Bharti Airtel Ltd.CommunicationEquity6.3%
Axis Bank Ltd.FinancialEquity5.4%
Bank Of BarodaFinancialEquity4.4%
ITC Ltd.FMCGEquity4.1%
Larsen & Toubro Ltd.ConstructionEquity4.0%
GAIL (India) Ltd.EnergyEquity3.3%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.3%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
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

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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FAQs

How to Invest in Sundaram Value Fund Series VII Regular IDCW?

You can easily invest in Sundaram Value Fund Series VII Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Value Fund Series VII Regular IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Value Fund Series VII Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Value Fund Series VII Regular IDCW provide?

The Sundaram Value Fund Series VII Regular IDCW has been there from 07 Mar 2017 and the average annual returns provided by this fund is 64.64% since its inception.

How much expense ratio is charged by Sundaram Value Fund Series VII Regular IDCW?

The term Expense Ratio used for Sundaram Value Fund Series VII Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Value Fund Series VII Regular IDCW is 1.34% as of 24 May 2022...

What is the AUM of Sundaram Value Fund Series VII Regular IDCW?

The AUM, short for Assets Under Management of Sundaram Value Fund Series VII Regular IDCW is ₹43.11Cr as of 24 May 2022.

How to Redeem Sundaram Value Fund Series VII Regular IDCW?

If you want to sell your Sundaram Value Fund Series VII Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Value Fund Series VII Regular IDCW?

You can select either SIP or Lumpsum investment of Sundaram Value Fund Series VII Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Value Fund Series VII Regular IDCW?

The NAV of Sundaram Value Fund Series VII Regular IDCW is ₹14.18 as of 07 Dec 2021.

What is the PE and PB ratio of Sundaram Value Fund Series VII Regular IDCW?

The PE ratio ratio of Sundaram Value Fund Series VII Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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