Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹2000
AUM (Fund size)
₹176 Cr
Lock In Period
N/A
Expense Ratio
2.93
Benchmark
BSE 200
Exit Load
1.00% if redeemed within 12 months from allotment.
Summary
Latest details for Sundaram Growth Fund Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Growth Fund Growth AUM is ₹176 Cr, with a lock-in of N/A years, expense ratio of 2.93%, and benchmark BSE 200. Exit load is - 1.00% if redeemed within 12 months from allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.66% and a category best of 13.98%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.66 | 13.98 |
| 6M | 0.00 | 1.10 | 64.49 |
| 1Y | 0.00 | 4.11 | 137.57 |
| 3Y | 0.00 | 11.90 | 202.94 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
View allocation % by
About Fund
Sundaram Growth Fund Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹176 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.93. Under the expert guidance of Shiv Chanani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Shiv Chanani
Mr. Shiv Chanani is PGDM from IIM Bangalore, CFA from USA and ICSI. Prior to joining Sundaram Mutual Fund he has worked with ICICI Securities Ltd and Shivam Capstock Pvt Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBank of India Mid Cap Fund Growth | 0 | 638.38 CR | 2.4 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Mid Cap Fund Growth | 0 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Sundaram Growth Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Growth Fund Growth is 2.93. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Growth Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Growth Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Growth Fund Growth is ₹176 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Growth Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500