Groww Logo
Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Value Fund Series IX Direct Growth

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 amountNA
RatingNA
Fund size₹167.48Cr

Returns and rankings

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

Holdings (17)

NameSectorInstrumentAssets
FinancialEquity7.1%
FinancialEquity7.1%
EnergyEquity5.8%
ConstructionEquity5.5%
FinancialEquity5.4%
FinancialEquity5.0%
CommunicationEquity4.8%
EnergyEquity3.0%
FMCGEquity3.0%
FinancialEquity3.0%
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

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Apr 2018 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

Sundaram Value Fund Series IX Direct Growth
VS
Add mutual fund to compare

FAQs

How to Invest in Sundaram Value Fund Series IX Direct Growth
What kind of returns does Sundaram Value Fund Series IX Direct Growth provide?
How much expense ratio is charged by Sundaram Value Fund Series IX Direct Growth?
What is the AUM of Sundaram Value Fund Series IX Direct Growth?
How to Redeem Sundaram Value Fund Series IX Direct Growth?
Can I invest in SIP and Lump Sum of Sundaram Value Fund Series IX Direct Growth?
What is the NAV of Sundaram Value Fund Series IX Direct Growth?
What is the PE and PB ratio of Sundaram Value Fund Series IX Direct Growth?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI