Sundaram Value Fund Series VIII Regular Dividend+0.85%

0.71%
1 Year Return
Equity
Diversified
6M
1Y
3Y
All

Fund Details

Sundaram Value Fund Series VIII Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.34%
NAV10.92 (27 Nov 2020)
Fund Started19 May 2017
Fund Size70 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
0.7%
0.9%
-
-8.7%
Category Average
9.9%
3.1%
9.9%
-
Rank Within Category
29
13
-
-
*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 0.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.1%
    Axis Bank Ltd.FinancialEquity6.0%
    Bharti Airtel Ltd.CommunicationEquity5.4%
    State Bank of IndiaFinancialEquity5.0%
    Larsen & Toubro Ltd.ConstructionEquity4.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
    Cadila Healthcare Ltd.HealthcareEquity3.3%
    National Thermal Power Corp. Ltd.EnergyEquity3.2%
    Petronet LNG Ltd.EnergyEquity3.0%
    Siemens Ltd.EngineeringEquity3.0%
    See All

    Fund Managers

    Dwijendra Srivastava
    keyboard_arrow_down
    S Bharath
    keyboard_arrow_down

    Sundaram Value Fund Series VIII Regular Dividend Details

    Sundaram Value Fund Series VIII Regular 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹70 Cr and the Latest NAV as of 27 Nov 2020 is ₹10.92.

    The Sundaram Value Fund Series VIII Regular Dividend is rated Moderately 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
    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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