Compare Mutual Funds
Sundaram Value Fund
EquityValue Oriented
Select a Mutual Fund
Risk
Very High
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Rating
-
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Min SIP Amount
₹100
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Expense Ratio
2.29
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NAV
₹212.07
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Fund Started
02 May 2005
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Fund Size
₹1216.69 Cr
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Exit Load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 Days.
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1 Year
-11.19%
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3 Year
4.96%
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5 Year
5.86%
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Equity
98.94%
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Cash
1.06%
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Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.70% |
ICICI Bank Ltd. | 5.75% |
Reliance Industries Ltd. | 5.17% |
Axis Bank Ltd. | 5.04% |
Kirloskar Oil Engines Ltd. | 4.39% |
State Bank of India | 4.10% |
Infosys Ltd. | 3.27% |
NTPC Ltd. | 3.23% |
Larsen & Toubro Ltd. | 3.09% |
Bharti Airtel Ltd. | 2.89% |
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Name
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Start Date
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Description
The scheme seeks to provide long-term capital growth to its Unitholders with a value investment strategy.
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Launch Date
02 May 2005
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