- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Growth Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV ()
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income generation would be the secondary consideration.
Expense Ratio | 2.93 |
Launched (27y ago) | Apr 24, 1997 |
AUM in Crores | 175.525 |
ISIN | INF903J01355 |
Lock-in | No Lock-in |
Benchmark | |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Growth Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.2% | 20.6% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Growth Fund (G) Review
Sundaram Growth Fund (G) is a Large Cap Equity fund and has delivered an annualised return of null% over a period of 26 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Growth Fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 4/23/2024 is ₹175.525. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Growth Fund (G) was launched on Apr 24, 1997. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for Sundaram Growth Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Growth Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to null.
Sundaram Growth Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Growth Fund (G).
Frequently Asked Questions
What is Sundaram Growth Fund (G)?
How to invest in Sundaram Growth Fund (G)?
You can invest in Sundaram Growth Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Growth Fund (G)?
The minimum sip amount for Sundaram Growth Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Growth Fund (G) good to invest in?
As per Scripbox experts, Sundaram Growth Fund (G) is a Not Reviewed Yet fund. You can investSundaram Growth Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Growth Fund (G)?
The expense ratio of the Sundaram Growth Fund (G) is 2.93% for regular plan.