Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Value Fund Series IX Regular Growth

Sundaram Value Fund Series IX Regular Growth

Equity
Multi Cap
Very High Risk
79.39%
1Y return
+0.30% 1D
1M
6M
1Y
3Y
All
NAV: 27 Sep 2021₹16.02
Min. SIP amountNA
Rating3star
Fund size₹158.27 Cr

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA79.4%19.9%12.9%
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (37)

NameSectorInstrumentAssets
FinancialEquity8.2%
State Bank of India
FinancialEquity7.1%
FinancialEquity6.0%
ConstructionEquity5.2%
FinancialEquity5.1%
CommunicationEquity4.9%
EnergyEquity3.4%
MetalsEquity3.2%
FinancialEquity3.2%
EnergyEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

Dwijendra Srivastava
Oct 2017 - Present
View details
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S Bharath
Apr 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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