Sundaram Value Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Value Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹100
AUM (Fund size)
₹1,300 Cr
Lock In Period
3 Years
Expense Ratio
2.27
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
BSE 200 Total Return
Sundaram Value 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 | 3.80 | 0.80 | 6.72 |
| 6M | -4.13 | 2.34 | 20.20 |
| 1Y | -3.43 | 4.89 | 36.07 |
| 3Y | 8.38 | 14.23 | 97.35 |
Portfolio Analysis
- Equity: 95.41%
- Debt: 4.59%
- Others
As on: 2026-05-31
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About Fund Sundaram Value Fund Growth
Sundaram Value Fund Growth managed by Sundaram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,300 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.27. Under the expert guidance of S Bharath ,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
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Shriram ELSS Tax Saver Fund Growth | 0 | 46.95 CR | 2.63 |
| Sundaram Value Fund Growth | 2 | 1300.32 CR | 2.27 |
| Motilal Oswal ELSS Tax Saver Fund Growth | 4 | 4861.86 CR | 1.9 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundShriram ELSS Tax Saver Fund Growth | -1.1594 | 25.6596 |
| This FundSundaram Value Fund Growth | -3.4314 | 27.3059 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4.8123 | 79.5856 |
Sundaram Value Fund Growth FAQs
Sundaram Value 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 Value Fund Growth is 2.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Value Fund Growth’s fund performance is as follows:
- 1 Month : 3.80%
- 6 Months : -4.13%
- 1 Year : -3.43%
- 3 Years : 8.38%
You can invest in Sundaram Value 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 Value Fund Growth is ₹1,300 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Value Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
