Sundaram Value IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Value IDCW Reinvest Direct Plan

NAV
₹21.0319
-0.01%
(18 Dec)
AUM
1,484 Cr
TER
1.74%
Risk
Very High Risk
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
+2.8%
+2.8%
+1.8%
+1.3%
+0.4%
-13.1%
3Y
+23.4%
+23.4%
+12.0%
+21.8%
+16.4%
+21.9%
5Y
+22.5%
+22.5%
+14.3%
NA
+17.0%
+20.7%
ALL
+16.1%
+16.1%
+12.6%
+21.6%
+12.9%
+16.4%
VOL
17.2%
17.2%
17.3%
12.7%
-
18.0%
TER
0.9%
0.9%
1.7%
0.7%
-
0.6%
AUM
₹32,327 Cr
₹32,327 Cr
₹1,484 Cr
₹451 Cr
-
₹4,444 Cr
INFO
0.94
0.94
0.73
1.69
-
0.91
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 IDCW Reinvest (DR)
₹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 Nov
Top holdings
HDFC Bank Ltd
8.8%
Reliance Industries Ltd
6.3%
ICICI Bank Ltd
5.5%
Axis Bank Ltd
4.5%
Bharti Airtel Ltd
4.4%
Infosys Ltd
4.2%
State Bank of India
3.9%
Larsen & Toubro Ltd
3.8%
ITC Ltd
3.3%
NTPC Ltd
2.7%
Top industry exposure
Financial Services
25.3%
Consumer Cyclical
11.4%
Industrials
10.3%
Consumer Defensive
8.8%
Basic Materials
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
489%
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