NAV on (No Data Available)
₹0.00
No Data Available
Fund Size
₹167.48 Crores
1Y Returns
No Data Available%
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.
Sundaram Asset Management Company Ltd.
Launch Date
October 23, 2017
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
167.48 Cr
Min investment
Rs 5000
Expense Ratio
1.34%
Nil
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 19.34% | 100.03% | ₹4461.52 | |
| 17.67% | 91.07% | ₹4461.52 | |
| 14.64% | 92.15% | ₹4461.52 | |
| 12.79% | 83.14% | ₹4461.52 |
Q: What is the current NAV of Sundaram Value Fund Series IX - IDCW-Sweep?
A: The latest NAV of Sundaram Value Fund Series IX - IDCW-Sweep is ₹ .
Q: What type of mutual fund is Sundaram Value Fund Series IX - IDCW-Sweep?
A: Sundaram Value Fund Series IX - IDCW-Sweep is a 'Equity - Mid & Small Cap' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Value Fund Series IX - IDCW-Sweep?
A: The expense ratio of Sundaram Value Fund Series IX - IDCW-Sweep is 1.34%, which impacts overall returns.
Q: Who manages Sundaram Value Fund Series IX - IDCW-Sweep?
A: Sundaram Value Fund Series IX - IDCW-Sweep is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Value Fund Series IX - IDCW-Sweep a good investment?
A: Sundaram Value Fund Series IX - IDCW-Sweep may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Value Fund Series IX - IDCW-Sweep?
A: The exit load of Sundaram Value Fund Series IX - IDCW-Sweep is Nil, applicable if redeemed within the specified period.
Q: How is Sundaram Value Fund Series IX - IDCW-Sweep taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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