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Sundaram Value Fund Regular Plan - Growth
Invest Now
Fund Manager: FM 1- Mr. Sudhir Kedia, FM 2- Rohit Seksaria |
Equity: ELSS |
NIFTY 500 TRI
NAV as on 22-09-2025
AUM as on 29-08-2025
Rtn ( Since Inception )
14.85%
Inception Date
May 10, 2005
Expense Ratio
2.2%
Fund Status
Open Ended Scheme
Min. Investment
500
Min. Topup
500
Min. SIP Amount
250
Risk Status
very high
Investment Objective : To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.61 | 9.51 | -1.88 | 12.71 | 19.33 | 12.13 |
| NIFTY 500 TRI | 1.93 | 10.66 | -2.37 | 16.19 | 21.73 | 14.88 |
| Equity: ELSS | 2.03 | 9.94 | -3.4 | 16.68 | 21.17 | 14.25 |
| Rank within Category | 26 | 24 | 12 | 35 | 29 | 25 |
| Number of Funds within Category | 41 | 41 | 40 | 37 | 37 | 28 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Value Fund Regular Plan - Growth | 1,461.66 | 2.2 | -1.88 | 12.71 | 19.33 | 12.13 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 5,524.53 | 1.72 | 2.16 | 17.94 | 21.91 | 0.0 |
| HSBC Tax Saver Equity Fund - Growth | 241.08 | 2.5 | 2.13 | 19.29 | 22.75 | 13.83 |
| HDFC ELSS Tax saver - Growth Plan | 16,527.84 | 1.7 | 1.93 | 22.0 | 26.06 | 14.52 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 406.53 | 2.33 | 1.72 | 0.0 | 0.0 | 0.0 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 25,562.27 | 1.56 | 0.13 | 17.05 | 21.62 | 0.0 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 76.31 | 2.44 | -0.45 | 17.87 | 19.16 | 13.88 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 1,362.83 | 2.18 | -0.66 | 14.69 | 21.28 | 14.49 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 15,220.58 | 1.69 | -0.98 | 14.54 | 14.64 | 11.33 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 14,348.73 | 1.72 | -1.15 | 16.85 | 22.0 | 13.85 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.12 | 6.84 | 38.44 | -10.61 | 6.17 | 9.85 | 31.53 | 4.03 | 23.31 | 4.48 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: ELSS | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.