|NAV: 10 Nov 2021||₹15.08|
|Min. SIP amount||NA|
|Rank with in category||NA||NA||NA||NA|
|State Bank of India||Financial||Equity||7.1%|
|ICICI Bank Ltd.||Financial||Equity||7.1%|
|Reliance Industries Ltd.||Energy||Equity||5.8%|
|Larsen & Toubro Ltd.||Construction||Equity||5.5%|
|Axis Bank Ltd.||Financial||Equity||5.4%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||5.0%|
|Bharti Airtel Ltd.||Communication||Equity||4.8%|
|GAIL (India) Ltd.||Energy||Equity||3.0%|
|The Federal Bank Ltd.||Financial||Equity||3.0%|
Inclusive of GST
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
|Min. for 1st investment||NA|
|Min. for 2nd investment onwards||NA|
|Min. for SIP||NA|
You can easily invest in Sundaram Value Fund Series IX Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Value Fund Series IX Direct IDCW has been there from 10 Nov 2017 and the average annual returns provided by this fund is 65.69% since its inception.
Expense Ratio used for Sundaram Value Fund Series IX Direct IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Value Fund Series IX Direct IDCW is 0.72% as of 20 May 2022...
If you want to sell your Sundaram Value Fund Series IX Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Value Fund Series IX Direct IDCW is ₹15.08 as of 10 Nov 2021.