| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.40% |
| NAV | ₹9.44 (23 Oct 2020) |
|---|---|
| Fund Started | 10 Nov 2017 |
| Fund Size | ₹97 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.5% |
| Axis Bank Ltd. | Financial | Equity | 5.5% |
| Bharti Airtel Ltd. | Communication | Equity | 5.4% |
| State Bank of India | Financial | Equity | 5.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.6% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.7% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 3.5% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 3.3% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.0% |
| Petronet LNG Ltd. | Energy | Equity | 2.8% |
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 ₹97 Cr and the Latest NAV as of 23 Oct 2020 is ₹9.44.
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.