|Min SIP Amount||Not Supported|
|NAV||₹11.97 (27 Jan 2021)|
|Fund Started||10 Nov 2017|
|Fund Size||₹127 Cr|
|ICICI Bank Ltd.||Financial||Equity||8.5%|
|Axis Bank Ltd.||Financial||Equity||5.9%|
|State Bank of India||Financial||Equity||5.6%|
|Larsen & Toubro Ltd.||Construction||Equity||5.0%|
|Bharti Airtel Ltd.||Communication||Equity||4.7%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.9%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||3.3%|
|Cadila Healthcare Ltd.||Healthcare||Equity||3.0%|
|GAIL (India) Ltd.||Energy||Equity||3.0%|
|Tata Power Co. Ltd.||Energy||Equity||2.9%|
Sundaram Value Fund Series IX Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 10 Nov 2017. S Bharath is the Current Fund Manager of Sundaram Value Fund Series IX Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹127 Cr and the Latest NAV as of 27 Jan 2021 is ₹11.97.
The Sundaram Value Fund Series IX Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.