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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹42 Cr

Lock In Period

N/A

Expense Ratio

1.34

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Value Fund Series VII Growth include a ₹14.9897 NAV as of Dec 07,2021 and returns since inception of 81.52%. Minimum investments start at SIP ₹0. The Sundaram Value Fund Series VII Growth AUM is ₹42 Cr, with a lock-in of N/A years, expense ratio of 1.34%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2021-09-30
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About Fund

Sundaram Value Fund Series VII Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹42 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.34. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Select Micro Cap Series XIV Growth0216.07 CR1.34
This FundSundaram Value Fund Series VII Growth042.42 CR1.34
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Select Micro Cap Series XIV Growth43.167481.1123
This FundSundaram Value Fund Series VII Growth64.636981.5239
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Sundaram Value Fund Series VII 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 Series VII Growth is 1.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Value Fund Series VII Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
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  • 3 Years : %
Returns of Sundaram Value Fund Series VII Growth are updated daily based on NAV of ₹ 14.9897 as on Dec 07,2021. Since inception, the return has been 81.52%.

You can invest in Sundaram Value Fund Series VII 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 Series VII Growth is ₹42 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Value Fund Series VII 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