Sundaram Value Fund - Series IX (IDCW)

Sundaram Value Fund - Series IX (IDCW)

Very HighEquityMulti Cap
Not Rated
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Scheme Details

1.34%

Expense Ratio

₹167 cr

Fund Size

₹5,000

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
64.69%
20.88%
N/A%
13.79%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Value Fund - Series IX (IDCW)
64.69%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
57.04%

Holdings

Holdings
Sector Wise
TREPS
15.41%
NetCAOthers
13.22%
St Bk of India
7.1%
ICICI Bank
7.08%
Reverse Repo
6.05%

Fund Manager

S
S Bharath