Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.34% |
NAV | ₹12.34 (22 Jan 2021) |
---|---|
Fund Started | 19 May 2017 |
Fund Size | ₹89 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 8.6% |
Axis Bank Ltd. | Financial | Equity | 6.0% |
State Bank of India | Financial | Equity | 5.7% |
Larsen & Toubro Ltd. | Construction | Equity | 5.4% |
Bharti Airtel Ltd. | Communication | Equity | 4.8% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.3% |
GAIL (India) Ltd. | Energy | Equity | 3.0% |
Cadila Healthcare Ltd. | Healthcare | Equity | 3.0% |
Tata Power Co. Ltd. | Energy | Equity | 3.0% |
Sundaram Value Fund Series VIII Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹89 Cr and the Latest NAV as of 22 Jan 2021 is ₹12.34.
The Sundaram Value Fund Series VIII Regular Growth is rated Moderately High risk.
The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.