Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Value Fund Regular Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 35/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)7.38%
- Expense ratio (20%)1.77%
- AUM (15%)₹1,303 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Value Oriented
₹224.71
AUM: ₹1,302 Cr
NAV updated 21 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.77%
Exit Load
Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 Days.
Fund Manager
S Krishnakumar
Inception
Jan 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.7
Std Dev (1Y)
14.0%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.89%
3m
+2.64%
6m
-1.53%
1y
-3.68%
3y
+7.38%
5y
+8.13%
10y
+10.15%
since inception
+10.85%
TopFund's Take on Sundaram Value Fund Regular Plan - Growth
Sundaram Value Fund Regular Plan - Growth lags behind most of its peers in the Value Oriented category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 35/100.
Cost: At 1.77%, the expense ratio runs 77% above the Value Oriented category average of 1.0%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.7 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.0% is fairly typical for Value Oriented funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
HSBC Value Fund - Direct Growth
HSBC Mutual Fund
Axis Nifty500 Value 50 Index Fund - Direct Plan - Growth Option
Axis Mutual Fund
DSP Value Fund - Direct Plan - Growth
DSP Mutual Fund
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
Motilal Oswal BSE Enhanced Value Index Fund-Direct plan
Motilal Oswal Mutual Fund
Nippon India Value Fund - Direct Plan Growth Plan
Nippon India Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Value Fund Regular Plan - Growth
The current NAV (Net Asset Value) of Sundaram Value Fund Regular Plan - Growth is ₹224.71. NAV is updated every business day after market close by AMFI.
1Y: -3.68% · 3Y CAGR: 7.38% · 5Y CAGR: 8.13%
The expense ratio of Sundaram Value Fund Regular Plan - Growth is 1.77% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Value Fund Regular Plan - Growth is managed by S Krishnakumar at Sundaram Mutual Fund.
Sundaram Value Fund Regular Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Value Fund Regular Plan - Growth is a Value Oriented fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Value Fund Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Value Fund Regular Plan - Growth is ₹1,303 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.