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

Sundaram Value Growth Direct Plan

NAV
₹237.0262
-0.49%
(24 Oct)
AUM
1,442 Cr
TER
1.74%
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
+9.2%
+5.1%
+3.7%
+3.5%
+3.2%
+0.4%
3Y
+23.4%
+14.1%
+23.3%
+25.7%
+17.9%
+27.2%
5Y
+26.3%
+19.1%
+21.7%
+26.0%
+20.5%
+26.9%
ALL
+15.7%
+13.3%
+18.7%
+16.6%
+13.7%
+18.3%
VOL
16.3%
15.9%
18.1%
15.4%
-
17.6%
TER
1.1%
1.7%
0.3%
0.9%
-
0.6%
AUM
₹16,645 Cr
₹1,442 Cr
₹409 Cr
₹30,420 Cr
-
₹4,377 Cr
INFO
0.96
0.83
1.03
1.08
-
1.04
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 30th Sep
Top holdings
HDFC Bank Ltd
8.5%
Reliance Industries Ltd
5.6%
ICICI Bank Ltd
5.4%
Bharti Airtel Ltd
4.0%
Axis Bank Ltd
4.0%
State Bank of India
3.6%
Infosys Ltd
3.5%
Larsen & Toubro Ltd
3.5%
ITC Ltd
3.4%
Treps
2.8%
Top industry exposure
Financial Services
22.9%
Consumer Cyclical
12.8%
Consumer Defensive
10.1%
Industrials
10.0%
Basic Materials
8.8%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
53%
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