e.g. Tata motors, Reliance MF, 500570

Sundaram Value Fund Series VIII - Direct Plan - Growth

Equity Mid & Small Cap Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹98.44 Crores

1Y Returns

No Data Available%

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

May 2, 2017

Fund Manager

Mr. S Bharath

Initial Price

10

AUM Fund

98.44 Cr

Min investment

Rs 5000

Expense Ratio

1.07%

Exit Load

Nil

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
19.97% 74.58% ₹5467.66
18.35% 67.00% ₹5467.66
15.25% 67.70% ₹5467.66
13.44% 60.07% ₹5467.66

Holdings

Sector Allocation

Banks 12.21%
Telecommunications 2.39%
Miscellaneous 1.90%
Finance 1.71%
Petroleum 3.44%
Power 1.18%
Engineering 1.08%
Sugar 1.07%
Petrochemicals 0.98%
Iron and Steel 1.60%
Auto 0.83%
Tobacco 0.65%
Pharmaceuticals and health care 0.63%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
May 2, 2017
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Value Fund Series VIII - Direct Plan - Growth?

A: The latest NAV of Sundaram Value Fund Series VIII - Direct Plan - Growth is ₹ .

Q: What type of mutual fund is Sundaram Value Fund Series VIII - Direct Plan - Growth?

A: Sundaram Value Fund Series VIII - Direct Plan - Growth 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 VIII - Direct Plan - Growth?

A: The expense ratio of Sundaram Value Fund Series VIII - Direct Plan - Growth is 1.07%, which impacts overall returns.

Q: Who manages Sundaram Value Fund Series VIII - Direct Plan - Growth?

A: Sundaram Value Fund Series VIII - Direct Plan - Growth is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Value Fund Series VIII - Direct Plan - Growth a good investment?

A: Sundaram Value Fund Series VIII - Direct Plan - Growth 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 VIII - Direct Plan - Growth?

A: The exit load of Sundaram Value Fund Series VIII - Direct Plan - Growth is Nil, applicable if redeemed within the specified period.

Q: How is Sundaram Value Fund Series VIII - Direct Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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