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Sundaram Value Fund Direct Growth

Sundaram Value Fund Direct Growth

NAV ₹214.85 as on 11 Jun 2026

RiskVery High

Fund Size₹1,284.20Cr

NAV	₹214.85 as on 11 Jun 2026
Risk	Very High
Fund Size	₹1,284.20Cr

Investment Details

Lock-in

3 Years

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹250

Min Additional Amount

₹100

Exit Load

Nil

Basic Details

Age

13 years 5 months (Since Jan 02, 2013)

Return since Launch

11.67%

Expense ratio

1.65%

Type

OPEN

AUM (Fund Size)

₹1,284.20

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Very High Risk

Fund house & investment objective

SUNDARAM MUTUAL FUND

Rank (total assets)	#21 in India
Total AUM	₹74,954.10Cr

Date of Incorporation	26 Feb 1996

Sundaram Value Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,954.10 Cr and the Latest NAV as of 11 Jun 2026 is ₹214.85.
The Sundaram Value Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹250 . Minimum Lumpsum Investment is ₹100. Exit load of Nil.

Returns and Rankings