6M
1Y
3Y
All
Fund Details
Sundaram Value Fund Series VIII Direct Dividend
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.08% |
| NAV | ₹14.23 (24 Feb 2021) |
|---|---|
| Fund Started | 19 May 2017 |
| Fund Size | ₹90 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
29.5%
9.0%
-
-7.9%
Category Average
21.4%
7.7%
14.9%
-
Rank Within Category
9
7
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 29.5% 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 | 8.0% |
| Axis Bank Ltd. | Financial | Equity | 6.3% |
| State Bank of India | Financial | Equity | 5.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.5% |
| Bharti Airtel Ltd. | Communication | Equity | 5.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.2% |
| Federal Bank Ltd. | Financial | Equity | 3.1% |
| Bank Of Baroda | Financial | Equity | 3.0% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.8% |
| GAIL (India) Ltd. | Energy | Equity | 2.8% |
See All
Fund Managers
Dwijendra Srivastava
S Bharath
Sundaram Value Fund Series VIII Direct Dividend Details
Sundaram Value Fund Series VIII Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 19 May 2017. S Bharath is the Current Fund Manager of Sundaram Value Fund Series VIII Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹90 Cr and the Latest NAV as of 24 Feb 2021 is ₹14.23.
The Sundaram Value Fund Series VIII Direct Dividend is rated Very High risk.
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.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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Sundaram Value Fund Series VIII Direct Dividend
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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
