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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 0.83% and a category best of 21.58%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.34 | 0.83 | 21.58 |
| 6M | 16.47 | 1.55 | 64.49 |
| 1Y | 57.66 | 4.89 | 137.57 |
| 3Y | 21.52 | 14.28 | 202.94 |
Portfolio Analysis
- Equity: 89.32%
- Debt: 10.69%
- Others
As on: 2021-09-30
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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 Fund360 ONE Quant Fund Growth | 0 | 807.4 CR | 2.06 |
| This FundSundaram Select Micro Cap Series XV Growth | 0 | 212.11 CR | 1.34 |
| 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 Fund360 ONE Quant Fund Growth | 2.3934 | 78.2493 |
| This FundSundaram Select Micro Cap Series XV Growth | 31.1048 | 78.7139 |
| 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