6M
1Y
3Y
All
Fund Details
Sundaram Value Fund Series VIII Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.72% |
| NAV | ₹13.59 (19 May 2021) |
|---|---|
| Fund Started | 19 May 2017 |
| Fund Size | ₹98 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
64.2%
8.0%
-
-7.9%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 64.2% 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 | 3.3% |
| State Bank of India | Financial | Equity | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
| Bharti Airtel Ltd. | Communication | Equity | 2.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 1.7% |
| Bank Of Baroda | Financial | Equity | 1.6% |
| Federal Bank Ltd. | Financial | Equity | 1.6% |
| GAIL (India) Ltd. | Energy | Equity | 1.3% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 1.2% |
See All
Fund Managers
Dwijendra Srivastava
S Bharath
Sundaram Value Fund Series VIII Direct IDCW Details
Sundaram Value Fund Series VIII Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹98 Cr and the Latest NAV as of 19 May 2021 is ₹13.59.
The Sundaram Value Fund Series VIII Direct IDCW 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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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
[email protected]Website
NASundaram 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,
Email
[email protected]Website
www.karvymfs.com