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Sundaram Value Fund Series VII Growth
+21.96%
3Y annualised
+0.01% 1D
NAV: 07 Dec '21
₹14.99
Min. for SIP
Not Supported
Fund size (AUM)
₹43.11 Cr
Expense ratio
1.34%
Rating
--
Holdings (18)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.02% |
| State Bank of India | Financial | Equity | 7.75% |
| Bharti Airtel Ltd. | Communication | Equity | 6.26% |
| Axis Bank Ltd. | Financial | Equity | 5.37% |
| Bank Of Baroda | Financial | Equity | 4.37% |
| ITC Ltd. | FMCG | Equity | 4.09% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.01% |
| GAIL (India) Ltd. | Energy | Equity | 3.31% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.25% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.93% |
| Container Corporation Of India Ltd. | Services | Equity | 2.78% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.59% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.48% |
| Shriram Transport Finance Company Ltd. | Financial | Equity | 2.37% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 2.07% |
| The Federal Bank Ltd. | Financial | Equity | 1.61% |
| Indian Oil Corporation Ltd. | Energy | Equity | 0.90% |
| Healthcare Global Enterprises Ltd. | Healthcare | Equity | 0.11% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +12.9% | +64.6% | +22.0% | +8.9% |
| Category average (Equity Small Cap) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Small Cap) | -- | 11 | 12 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.23% | +25.35% | 28,466.18 | |
 | +12.14% | +22.03% | 13,384.88 | |
 | +9.42% | +17.58% | 33,739.05 | |
| +11.03% | +17.12% | 3,871.80 | |
 | +5.40% | +15.79% | 78,407.03 | |
| Compare | ||||
About Sundaram Value Fund Series VII Growth
Sundaram Value Fund Series VII Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 07 Dec 2021 is ₹14.99.
The Sundaram Value Fund Series VII 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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,