Sundaram Value Fund Series IX Direct Growth

Equity
Multi Cap
Very High Risk
21.77%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 10 Nov 2021₹17.35
Min. SIP amountNot Supported
RatingNA
Fund size₹167.48Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA65.7%21.8%14.8%
Category averageNA48.8%24.5%NA
Rank with in categoryNANANANA
Understand terms

Holdings (17)

NameSectorInstrumentAssets
FinancialEquity7.10%
FinancialEquity7.08%
EnergyEquity5.82%
ConstructionEquity5.46%
FinancialEquity5.35%
FinancialEquity5.05%
CommunicationEquity4.80%
EnergyEquity3.00%
FMCGEquity2.96%
FinancialEquity2.96%
See All

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram 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,

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