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Sundaram Value Fund Series IX Regular Growth-1.82%

33.04%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
3Y
All

Fund Details

Sundaram Value Fund Series IX Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.40%
NAV₹11.97 (27 Jan 2021)
Fund Started10 Nov 2017
Fund Size127 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
33.0%
5.8%
-
8.3%
Category Average
14.8%
4.3%
11.7%
-
Rank Within Category
2
4
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 33.0% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.5%
Axis Bank Ltd.FinancialEquity5.9%
State Bank of IndiaFinancialEquity5.6%
Larsen & Toubro Ltd.ConstructionEquity5.0%
Bharti Airtel Ltd.CommunicationEquity4.7%
Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.3%
Cadila Healthcare Ltd.HealthcareEquity3.0%
GAIL (India) Ltd.EnergyEquity3.0%
Tata Power Co. Ltd.EnergyEquity2.9%
See All

Fund Managers

Dwijendra Srivastava
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S Bharath
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Sundaram Value Fund Series IX Regular Growth Details

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.

Investment Objective

The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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