Overview (as on 19 Jan 2021)

NAV

₹10.0146

1y returns

10.428%

Fund AUM

₹28 Cr

Expense Ratio

1.36%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
27.17%
Basic Materials
20.55%
Consumer
19.40%
Industrials
15.26%
Communication
6.95%
Real Estate
4.10%
Utilities
2.91%
Defensive
2.72%
Health
0.96%
Size Breakup
Small Cap
56.33%
Large Cap
27.35%
Mid Cap
16.32%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"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"
Scheme Name
Sundaram Value Fund Series VII Regular Dividend
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
07 March, 2017
Fund Manager
S. Bharath
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Direct0.83%11.02%
Direct0.83%11.01%

Peer Funds

Sundaram Value Fund Series VII Regular Dividend

NAV

₹10.0146

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

S. Bharath
S. Bharath

leader

Work Experience
"null"
Dwijendra Srivastava
Dwijendra Srivastava

manager

Work Experience
"null"

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