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Sundaram Value Fund Series VIII (Growth)

Returns (1yr)
-15.24 %
Latest NAV
9.15

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 12th of July, 06:46 PM

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

Fund Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    S. Bharath
  • expense-ratio
    Expense Ratio
    1.35
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 66.78 Crores
    ISIN
    ISIN
    INF903JA1AH8
  • Category Risk:

    High Risk

Holding Information

as on 12th of July, 06:46 PM

Top Holding

Bharti Airtel Ltd
7%
Icici Bank Ltd
6%
Dr Reddy's Laboratories Ltd
6%
Larsen & Toubro Ltd
5%
Ipca Laboratories Ltd
5%

Top Sectors

Healthcare
25%
Financial Services
20%
Industrials
17%
Utilities
9%
Energy
9%

Allocation

Equity
92%
Others
8%
Debt
0%

Investment Return Calculator

as on 12th of July, 06:46 PM
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  • Gold
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 12th of July, 06:46 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Value Fund Series VIII Regular Growth is a Diversified Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, S. Bharath. 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 The fund charges 1.35000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.