Sundaram Value Fund Series VII Regular Growth-0.78%

3Groww
-16.91%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
All

Fund Details

Sundaram Value Fund Series VII Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.36%
NAV7.8 (20 Aug 2019)
Fund Started07 Mar 2017
Fund Size24 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Value Fund Series VII Regular Growth
-16.9%
NA
NA
-9.1%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
2
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -16.9% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancialEquity6.6%
    Timken India Ltd.EngineeringEquity5.7%
    WPIL Ltd.EngineeringEquity5.1%
    Brigade Enterprises Ltd.ConstructionEquity4.9%
    ICICI Bank Ltd.FinancialEquity4.4%
    TD Power Systems Ltd.EngineeringEquity4.3%
    Bharti Airtel Ltd.CommunicationEquity4.3%
    Praj Industries Ltd.EngineeringEquity4.2%
    Axis Bank Ltd.FinancialEquity3.9%
    Star Cement LtdConstructionEquity3.4%
    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 JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed

    Other Details

    Sundaram Value Fund Series VII Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 07 Mar 2017. S Bharath is the Current Fund Manager of Sundaram Value Fund Series VII Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹24 Cr and the Latest NAV as of 20 Aug 2019 is ₹7.8.

    The Sundaram Value Fund Series VII Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. However, there can be no assurance that the investment objective of the Scheme will be realized.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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