SK
Sudhir KediaFund Manager Since 1 Jan 2022
EquityValue
Sundaram Value Fund - Direct Plan - Growth Option
3Y Annualised
7.43%
-0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.16%
-0.51% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 8 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹1302.62 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Nifty50 Value 20 ETF
3.25%
2nd
JM Value Fund (Direct) Payout of Income Distribution cum capital withdrawal
2.18%
3rd
JM Value Fund (Direct) Reinvestment of Income Distribution cum capital withdrawal
2.18%
4th
JM Value Fund (Direct) - Growth
2.18%
5th
JM Value Fund Payout of Income Distribution cum capital withdrawal
2.07%
94th
Sundaram Value Fund - Direct Plan - Growth Option
-1.16%
Fund Managers
RS
Rohit SeksariaFund Manager Since 24 Feb 2021
About Sundaram Value Fund - Direct Plan - Growth Option
Sundaram Value Fund - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Value Fund - Direct Plan - Growth Option has ₹1302.62 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Sundaram Value Fund - Direct Plan - Growth Option as of Wed Sep 02 2026 is ₹224.1677. The fund has an expense ratio of 1.4%, which is medium comparable to most other Equity funds.
Sundaram Value Fund - Direct Plan - Growth Option returns for the last 1 year are -4.05%. Since launch, it has delivered 11.88% average annual returns.
The Sundaram Value Fund - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Energy, Industrials, Communication Services, Technology, Utilities sectors.
Top 5 Holdings of Sundaram Value Fund - Direct Plan - Growth Option.
- HDFC Bank Ltd: 6.89%
- ICICI Bank Ltd: 5.83%
- Reliance Industries Ltd: 5.32%
- Axis Bank Ltd: 4.72%
- Kirloskar Oil Engines Ltd: 4.20%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Value Fund - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
