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Sundaram Value Fund Series VIII Direct Growth
+8.00%
3Y annualised
+0.01% 1D
NAV: 19 May '21
₹13.59
Min. for SIP
Not Supported
Fund size (AUM)
₹98.44 Cr
Expense ratio
0.72%
Rating
--
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 Multi Cap) | +23.0% | +48.8% | +24.5% | -- |
| Rank (Equity Multi Cap) | -- | -- | -- | -- |
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) | |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | +15.92% | +24.31% | 22,095.33 | |
HSBC Multi Cap Fund Direct Growth | +15.90% | +23.43% | 4,799.95 | |
Axis Multicap Fund Direct Growth | +13.55% | +22.97% | 8,543.37 | |
Nippon India Multi Cap Fund Direct Growth | +13.26% | +21.26% | 46,320.82 | |
ICICI Prudential Multicap Fund Direct Plan Growth | +12.26% | +20.69% | 14,681.40 | |
| Compare | ||||
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 ₹67,022 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.
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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₹67,021.82 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,