- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Value Fund Series VII (Growth)
Sundaram Value Fund Series VII (Growth)
₹ 14.9897
NAV (Dec 07)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.9897
NAV (Dec 7)
Fund Returns
Last 1Y | 64.6% |
Last 3Y | 22% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.9% |
6 Month CAGR | 12.9% |
Scheme Information
To provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. However,there can be no assurance that the investment objective of the Scheme will be realized. No Guarantee There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company
Expense Ratio | 1.34 |
Launched (7y ago) | Mar 07, 2017 |
AUM in Crores | 43.110 |
ISIN | INF903JA1773 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 30.1 |
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 Value Fund Series VII (Growth) | 12,85,142 | 5,52,530 | 22% | |
| 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 | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.1% | 8.8% | ||
23.5% | 20.7% | ||
5.1% | 4.8% | ||
22.5% | 13% | ||
21% | % |
Sundaram Value Fund Series VII (G) Review
Sundaram Value Fund Series VII (G) is a Diversified Equity fund and has delivered an annualised return of 8.9% over a period of 7 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Value Fund Series VII (G) as of 12/7/2021 is ₹14.99 with the total AUM as of 4/25/2024 is ₹43.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Value Fund Series VII (G) was launched on Mar 07, 2017. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Sundaram Value Fund Series VII (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 Value Fund Series VII (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 S&P BSE 500 India TR INR.
Sundaram Value Fund Series VII (G) is rated as a 0 fund in Equity and delivered 64.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Value Fund Series VII (G).
Frequently Asked Questions
What is Sundaram Value Fund Series VII (G)?
How to invest in Sundaram Value Fund Series VII (G)?
You can invest in Sundaram Value Fund Series VII (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 Value Fund Series VII (G)?
The minimum sip amount for Sundaram Value Fund Series VII (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Value Fund Series VII (G) good to invest in?
As per Scripbox experts, Sundaram Value Fund Series VII (G) is a Not Reviewed Yet fund. You can investSundaram Value Fund Series VII (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 Value Fund Series VII (G)?
The expense ratio of the Sundaram Value Fund Series VII (G) is 1.34% for regular plan.