Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹95 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 X Growth include a ₹16.5304 NAV as of Nov 23,2021 and returns since inception of 79.43%. Minimum investments start at SIP ₹0. The Sundaram Value Fund Series X Growth AUM is ₹95 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 -0.34% 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 | -0.34 | -0.66 | 13.98 |
| 6M | 16.47 | 1.10 | 64.49 |
| 1Y | 57.66 | 4.11 | 137.57 |
| 3Y | 21.52 | 11.90 | 202.94 |
Portfolio Analysis
- Equity: 89.32%
- Debt: 10.69%
- Others
As on: 2021-09-30
View allocation % by
About Fund
Sundaram Value Fund Series X Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹95 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.
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 |
|---|---|---|---|
| This FundCanara Robeco Mid Cap Fund Growth | 1 | 3879.59 CR | 1.89 |
| This FundBandhan Midcap Fund Growth | 1 | 1840.78 CR | 2.07 |
| This FundSundaram Value Fund Series X Growth | 0 | 95.14 CR | 1.34 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundCanara Robeco Mid Cap Fund Growth | 14.5003 | 78.8776 |
| This FundBandhan Midcap Fund Growth | 11.6288 | 79.0688 |
| This FundSundaram Value Fund Series X Growth | 57.6621 | 79.4325 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Sundaram Value Fund Series X 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 X Growth is 1.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Value Fund Series X Growth’s fund performance is as follows:
- 1 Month : -0.34%
- 6 Months : 16.47%
- 1 Year : 57.66%
- 3 Years : 21.52%
You can invest in Sundaram Value Fund Series X 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 X Growth is ₹95 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Value Fund Series X 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