Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Value Fund Series VIII Direct Growth
Equity
Diversified
Very High Risk
+8.00%
3Y annualised
+0.01% 1D
NAV: 19 May '21
₹13.59
Min. SIP amount
Not Supported
Fund size
₹98.44 Cr
Expense ratio
0.72%
Holdings (20)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 3.25% |
| State Bank of India | Financial | Equity | 3.08% |
| Axis Bank Ltd. | Financial | Equity | 2.69% |
| Bharti Airtel Ltd. | Communication | Equity | 2.39% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.90% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 1.71% |
| Bank Of Baroda | Financial | Equity | 1.61% |
| Federal Bank Ltd. | Financial | Equity | 1.58% |
| GAIL (India) Ltd. | Energy | Equity | 1.27% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 1.18% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 1.13% |
| KSB Ltd. | Engineering | Equity | 1.08% |
| ISGEC Heavy Engineering Ltd. | Engineering | Equity | 1.07% |
| Indian Oil Corpn. Ltd. | Energy | Equity | 1.04% |
| Petronet LNG Ltd. | Energy | Equity | 0.98% |
| Jindal Steel & Power Ltd. | Metals | Equity | 0.88% |
| Tata Motors Ltd. | Automobile | Equity | 0.83% |
| Tata Steel Ltd. | Metals | Equity | 0.72% |
| ITC Ltd. | FMCG | Equity | 0.65% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 0.63% |
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 | +24.1% | +64.2% | +8.0% | +8.0% |
| Category average (Equity Diversified) | +23.0% | +48.8% | +24.5% | -- |
| Rank (Equity Diversified) | -- | -- | -- | -- |
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
About Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series VIII Direct 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 ₹76,137 Cr and the Latest NAV as of 19 May 2021 is ₹13.59.
The Sundaram Value Fund Series VIII Direct Growth is rated Very High risk.
;
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₹76,136.70 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,