How to Invest in Sundaram Value Fund Series X Growth?

You can easily invest in Sundaram Value Fund Series X Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Value Fund Series X Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Value Fund Series X Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Value Fund Series X Growth provide?

The Sundaram Value Fund Series X Growth has been there from 23 Nov 2017 and the average annual returns provided by this fund is 57.66% since its inception.

How much expense ratio is charged by Sundaram Value Fund Series X Growth?

The term Expense Ratio used for Sundaram Value Fund Series X Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Value Fund Series X Growth is 1.34% as of 05 Sep 2025...

What is the AUM of Sundaram Value Fund Series X Growth?

The AUM, short for Assets Under Management of Sundaram Value Fund Series X Growth is ₹95.14Cr as of 05 Sep 2025.

How to Redeem Sundaram Value Fund Series X Growth?

If you want to sell your Sundaram Value Fund Series X Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Value Fund Series X Growth?

You can select either SIP or Lumpsum investment of Sundaram Value Fund Series X Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Value Fund Series X Growth?

The NAV of Sundaram Value Fund Series X Growth is ₹16.53 as of 23 Nov 2021.

What is the PE and PB ratio of Sundaram Value Fund Series X Growth?

The PE ratio ratio of Sundaram Value Fund Series X Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Value Fund Series X Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="Sundaram Value Fund Series X Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Sundaram Value Fund Series X Growth
Equity
Multi Cap
High Risk
21.47%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
 NAV: 23 Nov 2021
₹16.53
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹95.14Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (22)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity8.61%
State Bank of India
FinancialEquity7.93%
Reliance Industries Ltd.
EnergyEquity5.82%
Larsen & Toubro Ltd.
ConstructionEquity5.45%
Axis Bank Ltd.
FinancialEquity5.34%
Housing Development Finance Corpn. Ltd.
FinancialEquity5.05%
Bharti Airtel Ltd.
CommunicationEquity4.77%
Bank Of Baroda
FinancialEquity3.77%
GAIL (India) Ltd.
EnergyEquity2.99%
ITC Ltd.
FMCGEquity2.96%
The Federal Bank Ltd.
FinancialEquity2.96%
Bharat Petroleum Corporation Ltd.
EnergyEquity2.83%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity2.46%
Chemplast Sanmar Ltd.
ChemicalsEquity2.27%
Tata Metaliks Ltd.
MetalsEquity2.18%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity1.99%
Indian Oil Corporation Ltd.
EnergyEquity1.99%
ISGEC Heavy Engineering Ltd.
EngineeringEquity1.78%
Container Corporation Of India Ltd.
ServicesEquity1.63%
Gujarat State Petronet Ltd.
EnergyEquity1.27%
Coromandel International Ltd.
ChemicalsEquity1.18%
Shriram Transport Finance Company Ltd.
FinancialEquity1.05%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA57.7%21.5%13.4%
Category averageNA48.8%24.5%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Multi Cap fundsRating1Y3YFund Size(Cr)
Nippon India Multi Cap Fund Growth
5
0.3%22.9%45,881.41
Kotak Multicap Fund Growth
4
-3.8%22.8%18,854.40
ICICI Prudential Multicap Fund Growth
4
-3.5%20.0%15,523.25
Aditya Birla Sun Life India Opportunities Fund Growth
5
31.4%14.7%144.16
Aditya Birla Sun Life Special Situations Fund Growth
4
15.8%14.3%181.08
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2021 - Present
1.34%
30 Sep 2021 - 31 Oct 2021
1.34%
31 Aug 2021 - 30 Sep 2021
1.34%
30 Jun 2021 - 31 Aug 2021
1.34%
31 May 2021 - 30 Jun 2021
1.34%
30 Apr 2021 - 31 May 2021
1.34%
31 Mar 2021 - 30 Apr 2021
1.34%
28 Feb 2021 - 31 Mar 2021
1.34%
31 Jan 2021 - 28 Feb 2021
1.36%
31 Dec 2020 - 31 Jan 2021
1.34%
30 Nov 2020 - 31 Dec 2020
1.34%
31 Oct 2020 - 30 Nov 2020
1.34%
30 Sep 2020 - 31 Oct 2020
1.34%
31 Aug 2020 - 30 Sep 2020
1.34%
31 Jul 2020 - 31 Aug 2020
1.34%
30 Jun 2020 - 31 Jul 2020
1.34%
31 May 2020 - 30 Jun 2020
1.34%
30 Apr 2020 - 31 May 2020
1.34%
31 Mar 2020 - 30 Apr 2020
1.34%
29 Feb 2020 - 31 Mar 2020
1.34%
31 Jan 2020 - 29 Feb 2020
1.34%
31 Dec 2019 - 31 Jan 2020
1.34%
30 Nov 2019 - 31 Dec 2019
1.34%
31 Oct 2019 - 30 Nov 2019
1.34%
30 Sep 2019 - 31 Oct 2019
1.34%
31 Aug 2019 - 30 Sep 2019
1.34%
31 Jul 2019 - 31 Aug 2019
1.34%
30 Jun 2019 - 31 Jul 2019
1.34%
31 May 2019 - 30 Jun 2019
1.34%
30 Apr 2019 - 31 May 2019
1.34%
31 Mar 2019 - 30 Apr 2019
2.64%
28 Feb 2019 - 31 Mar 2019
2.64%
31 Jan 2019 - 28 Feb 2019
2.64%
31 Dec 2018 - 31 Jan 2019
2.64%
30 Nov 2018 - 31 Dec 2018
2.64%
31 Oct 2018 - 30 Nov 2018
2.65%
30 Sep 2018 - 31 Oct 2018
2.65%
31 Aug 2018 - 30 Sep 2018
2.65%
31 Jul 2018 - 31 Aug 2018
2.65%
30 Jun 2018 - 31 Jul 2018
2.65%
31 May 2018 - 30 Jun 2018
2.65%
30 Apr 2018 - 31 May 2018
2.64%
31 Mar 2018 - 30 Apr 2018
2.63%
28 Feb 2018 - 31 Mar 2018
2.66%
31 Jan 2018 - 28 Feb 2018
2.89%
31 Dec 2017 - 31 Jan 2018
2.89%
30 Nov 2017 - 31 Dec 2017
2.88%
Expense ratio, exit load and taxExpense ratio: 1.34%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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.
Understand terms
Check past data
Fund managementBharath S.
Apr 2018 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Growth
Sundaram Select Focus Fund Growth
Sundaram Mid Cap Fund Growth
Sundaram Diversified Equity Fund Growth
Sundaram Large and Mid Cap Fund Growth
Sundaram Conservative Hybrid Fund Growth
Sundaram Value Fund Series II Growth
Sundaram Value Fund Series III Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Growth
Sundaram Value Fund Series VII Growth
Sundaram Value Fund Series VIII Growth
Sundaram Value Fund Series IX Growth
Sundaram Value Fund Series X Growth
Sundaram Services Fund Growth
Sundaram Equity Savings Fund(Ex) Growth
Sundaram Equity Fund Growth
Sundaram Arbitrage Fund(Ex) Growth
Sundaram Balanced Advantage Fund(Ex) Growth
Sundaram ELSS Tax Saver Fund
Sundaram Flexi Cap Fund Growth
Sundaram Business Cycle Fund Growth
Sundaram Multi Factor Fund Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    Sundaram Value Fund Series X Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     S Bharath is the Current Fund Manager of Sundaram Value Fund Series X Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 23 Nov 2021 is ₹16.53.  

    The Sundaram Value Fund Series X Growth is rated High risk.     Minimum SIP Investment is set to ₹500.          
  ;
Investment ObjectiveThe scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. 
 
;
Fund benchmarkBSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Value Fund Series X Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	8.61%
State Bank of India	Financial	Equity	7.93%
Reliance Industries Ltd.	Energy	Equity	5.82%
Larsen & Toubro Ltd.	Construction	Equity	5.45%
Axis Bank Ltd.	Financial	Equity	5.34%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.05%
Bharti Airtel Ltd.	Communication	Equity	4.77%
Bank Of Baroda	Financial	Equity	3.77%
GAIL (India) Ltd.	Energy	Equity	2.99%
ITC Ltd.	FMCG	Equity	2.96%
The Federal Bank Ltd.	Financial	Equity	2.96%
Bharat Petroleum Corporation Ltd.	Energy	Equity	2.83%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	2.46%
Chemplast Sanmar Ltd.	Chemicals	Equity	2.27%
Tata Metaliks Ltd.	Metals	Equity	2.18%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	1.99%
Indian Oil Corporation Ltd.	Energy	Equity	1.99%
ISGEC Heavy Engineering Ltd.	Engineering	Equity	1.78%
Container Corporation Of India Ltd.	Services	Equity	1.63%
Gujarat State Petronet Ltd.	Energy	Equity	1.27%
Coromandel International Ltd.	Chemicals	Equity	1.18%
Shriram Transport Finance Company Ltd.	Financial	Equity	1.05%

	6M	1Y	3Y	All
Fund returns	NA	57.7%	21.5%	13.4%
Category average	NA	48.8%	24.5%	NA
Rank with in category	NA	NA	NA	NA

Equity, Multi Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Multi Cap Fund Growth	5	0.3%	22.9%	45,881.41
Kotak Multicap Fund Growth	4	-3.8%	22.8%	18,854.40
ICICI Prudential Multicap Fund Growth	4	-3.5%	20.0%	15,523.25
Aditya Birla Sun Life India Opportunities Fund Growth	5	31.4%	14.7%	144.16
Aditya Birla Sun Life Special Situations Fund Growth	4	15.8%	14.3%	181.08