Sundaram Value Fund Series VII Regular Growth+2.48%

3
-14.46%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
3Y
All

Fund Details

Sundaram Value Fund Series VII Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.34%
NAV7.00 (25 Sep 2020)
Fund Started07 Mar 2017
Fund Size22 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Value Fund Series VII Regular Growth
-14.5%
-13.1%
NA
-9.6%
Category Average
10.7%
-8.0%
NA
-
Rank within category
19
8
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -14.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.5%
    Bharti Airtel Ltd.CommunicationEquity6.1%
    Axis Bank Ltd.FinancialEquity5.9%
    State Bank of IndiaFinancialEquity5.5%
    Brigade Enterprises Ltd.ConstructionEquity5.2%
    Emami Ltd.FMCGEquity4.2%
    TD Power Systems Ltd.EngineeringEquity3.9%
    Gujarat Pipavav Port LtdServicesEquity3.7%
    India Cements Ltd.ConstructionEquity3.5%
    Tata Power Co. Ltd.EnergyEquity3.5%
    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
    addS Bharath
    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.
    Funds Managed

    Sundaram Value Fund Series VII Regular Growth Details

    Sundaram Value Fund Series VII Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹22 Cr and the Latest NAV as of 25 Sep 2020 is ₹7.00.

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

    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
    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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