Sundaram Value Fund - Series X

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹50 Cr
Expense
1.34 %
Turnover
33%
Category
Equity - Mid Ca...
Benchmark
Nifty Midcap 10...
Underlying Asset Quality
Investment StyleLarge, Orange
Different Than Benchmark
93%
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Fund Overview

Sundaram Value Fund - Series X - Regular Plan - Growth

Launch Date 23 Nov 2017
Benchmark Nifty Midcap 100
Riskometer Moderately High
Turnover 33.00%
Type Close ended scheme
Return Since Launch -
Min. Investment ₹5000.00
Min. Additional investment ₹-
Min. SIP ₹-
Min. Cheques -
Min. Withdrawal ₹-
Min. Balance ₹-
Exit Load -
Remark -

Investment Objective

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. 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