Home Mutual Funds Equity › Sundaram Value Fund-IX (G)
Sundaram Value Fund-IX (G)

Scheme Information


Asset Management Company (AMC) Sundaram Asset Management Company Limited
Asset Class Type Equity
Inception Date Nov 10, 2017
Benchmark S&P BSE 500
Objective To provide long term capital growth by investing primarily in well-diversified portfolio of companies accumulated at a discount to its fair value after taking into consideration various factors such as earnings Asset Value free cash flow and dividend yield. However there can be no assurance that the investment objective of the Scheme will be realized.
Fund Manager S. Bharath
AUM (In Crores) 93.43
Equity: 93.8515%
Others: 6.1485%
Minimum Investment Amount First Investment: 5000
Expense Ratio 1.34

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