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

Sundaram Value IDCW Reinvest Direct Plan

NAV
₹20.5398
+0.38%
(3 Oct)
AUM
1,461 Cr
TER
1.68%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
-2.0%
-2.7%
-2.7%
-2.7%
-2.7%
-2.9%
3Y
+27.6%
+26.0%
+26.0%
+23.9%
+18.0%
+13.1%
5Y
+27.0%
+25.7%
+25.7%
+21.9%
+20.7%
+18.1%
ALL
+17.4%
+16.2%
+16.2%
+18.4%
+13.0%
+12.6%
VOL
18.1%
17.3%
17.3%
18.3%
-
17.5%
TER
0.7%
0.9%
0.9%
0.3%
-
1.7%
AUM
₹4,223 Cr
₹29,937 Cr
₹29,937 Cr
₹409 Cr
-
₹1,461 Cr
INFO
0.96
0.93
0.93
1.01
-
0.72
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 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
₹100
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