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Sundaram Value Fund Series VIII Direct Growth-0.54%

10.69%
1 Year Return
Equity
Diversified
6M
1Y
3Y
All

Fund Details

Sundaram Value Fund Series VIII Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.82%
NAV₹12.67 (25 Jan 2021)
Fund Started19 May 2017
Fund Size89 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.7%
2.7%
-
4.6%
Category Average
15.6%
4.8%
11.9%
-
Rank Within Category
20
12
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 10.7% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.6%
Axis Bank Ltd.FinancialEquity6.0%
State Bank of IndiaFinancialEquity5.7%
Larsen & Toubro Ltd.ConstructionEquity5.4%
Bharti Airtel Ltd.CommunicationEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.3%
GAIL (India) Ltd.EnergyEquity3.0%
Cadila Healthcare Ltd.HealthcareEquity3.0%
Tata Power Co. Ltd.EnergyEquity3.0%
See All

Fund Managers

Dwijendra Srivastava
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S Bharath
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Sundaram Value Fund Series VIII Direct Growth Details

Sundaram Value Fund Series VIII Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹89 Cr and the Latest NAV as of 25 Jan 2021 is ₹12.67.

The Sundaram Value Fund Series VIII Direct Growth is rated Moderately High risk.

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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