Sundaram Growth Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Growth Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹2000
AUM (Fund size)
₹176 Cr
Lock In Period
N/A
Expense Ratio
2.93
Exit Load
1.00% if redeemed within 12 months from allotment.
Benchmark
BSE 200
Sundaram Growth Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.69 | 7.74 |
| 6M | 0.00 | 1.73 | 64.49 |
| 1Y | 0.00 | 3.68 | 137.57 |
| 3Y | 0.00 | 12.21 | 202.94 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund Sundaram Growth Fund Growth
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 |
|---|---|---|---|
| Nippon India Capital Builder Fund II - Series C Growth | 0 | 515 CR | 2 |
| ICICI Prudential India Recovery Fund - Series 4 Growth | 0 | 40 CR | 2.59 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Capital Builder Fund II - Series C Growth | ||
| This FundICICI Prudential India Recovery Fund - Series 4 Growth | 0 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Sundaram Growth Fund Growth 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.
