Sundaram Value Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹100

Sundaram Value Growth Direct Plan

NAV
₹232.4180
-0.56%
(8 Oct)
AUM
1,461 Cr
TER
1.68%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.9%
+0.4%
-1.4%
-1.6%
-2.2%
-2.3%
3Y
+22.8%
+13.5%
+24.9%
+17.2%
+26.8%
+22.8%
5Y
+26.0%
+18.7%
+25.4%
+20.3%
+26.8%
+21.4%
ALL
+15.5%
+13.1%
+16.4%
+13.1%
+18.1%
+18.3%
VOL
16.3%
15.9%
15.4%
-
17.6%
18.1%
TER
1.1%
1.7%
0.9%
-
0.7%
0.3%
AUM
₹16,525 Cr
₹1,461 Cr
₹29,937 Cr
-
₹4,377 Cr
₹409 Cr
INFO
0.95
0.82
1.07
-
1.03
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Value (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
9.4%
Treps
8.8%
ICICI Bank Ltd
5.6%
Reliance Industries Ltd
4.9%
Axis Bank Ltd
3.6%
Larsen & Toubro Ltd
3.4%
Infosys Ltd
3.4%
ITC Ltd
3.4%
Bharti Airtel Ltd
3.3%
State Bank of India
3.3%
Top industry exposure
Financial Services
24.1%
Consumer Cyclical
13.8%
Consumer Defensive
9.4%
Industrials
9.3%
Basic Materials
7.4%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.
Fund manager(s)
Rohit Seksaria
Bharath Subramanian

FAQs