Sundaram Value Fund Series VIII Direct IDCW

Equity
Multi Cap
Very High Risk
8.00%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 19 May 2021₹13.59
Min. SIP amountNot Supported
RatingNA
Fund size₹98.44Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA64.2%8.0%8.0%
Category averageNA0.6%NANA
Rank with in categoryNANANANA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity3.3%
State Bank of India
FinancialEquity3.1%
Axis Bank Ltd.FinancialEquity2.7%
Bharti Airtel Ltd.CommunicationEquity2.4%
Larsen & Toubro Ltd.ConstructionEquity1.9%
Housing Development Finance Corpn. Ltd.FinancialEquity1.7%
Bank Of BarodaFinancialEquity1.6%
Federal Bank Ltd.FinancialEquity1.6%
GAIL (India) Ltd.EnergyEquity1.3%
National Thermal Power Corp. Ltd.EnergyEquity1.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.72%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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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