Sundaram Value Fund - Series VIII

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹81 Cr
Expense
1.35 %
Turnover
41%
Category
Equity - Mid Ca...
Benchmark
Nifty Midcap 10...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
93%
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Fund Overview

Sundaram Value Fund - Series VIII - Regular Plan - Growth

Launch Date 19 May 2017
Benchmark Nifty Midcap 100
Riskometer Moderately High
Turnover 41.00%
Type Close ended scheme
Return Since Launch 2.08%
Min. Investment ₹5000.00
Min. Additional investment ₹-
Min. SIP ₹-
Min. Cheques -
Min. Withdrawal ₹-
Min. Balance ₹-
Exit Load -
Remark -

Investment Objective

The investment objective of the scheme is 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.

Managers

Fund Manager S. Bharath
Sub Managers Dwijendra Srivastava
Puchho Befikar