Sundaram Value Fund - Series IX - Direct (G)

Sundaram Value Fund - Series IX - Direct (G)

Moderately HighEquityMulti Cap
Not Rated
Loading...

Scheme Details

0.72%

Expense Ratio

₹158 cr

Fund Size

₹5,000

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
65.72%
21.82%
N/A%
14.97%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Value Fund - Series IX - Direct (G)
65.72%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
TREPS
10.1%
ICICI Bank
7.73%
St Bk of India
7.34%
H D F C
6.11%
Axis Bank
5.67%

Fund Manager

S
S Bharath