Start investing with ₹100
-
NAV
240.09
04 Dec 2025
-
0.29%
1 Day
-
12.86%
3Y CAGR returns
One click to compare funds with our smart tool—analyze returns & more!
Compare
-
₹ 100
Min SIP -
₹ 500
Min Lumpsum -
1.74%
Expense Ratio -
1,674 Cr
Fund Size -
12 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 04 Dec 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 4.44%
- 12.86%
- 16.82%
- 13.11
- -1.14Alpha
- 3.28SD
- 0.84Beta
- 0.67Sharpe
- Exit Load
- Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 12,713
-
- Other
- FoFs Overseas
- AUM - ₹ 114
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,053
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,503
-
- Equity
- ELSS
- AUM - ₹ 25
-
- Equity
- ELSS
- AUM - ₹ 39
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 32,884
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 4,457
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 64,223
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 599
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
You can invest in Sundaram Value Fund - Direct (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Value Fund - Direct (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Sundaram Value Fund - Direct (G) has delivered 14.24% since inception
The NAV of Sundaram Value Fund - Direct (G) is ₹225.882 as of 04 Dec 2025
The expense ratio of Sundaram Value Fund - Direct (G) is % as of 04 Dec 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Sundaram Value Fund - Direct (G) 1577.96 CR as of 04 Dec 2025
The minimum SIP amount of Sundaram Value Fund - Direct (G) is 100
The top stock holdings of Sundaram Value Fund - Direct (G) are
- HDFC Bank - 8.63%
- Reliance Industr - 5.94%
- ICICI Bank - 5.30%
- Axis Bank - 4.33%
- Bharti Airtel - 4.30%
The top sectors Sundaram Value Fund - Direct (G) has invested in are
- Banks - 26.86%
- IT-Software - 9.06%
- Petroleum Products - 8.54%
- Pharmaceuticals & Biotech - 5.38%
- Automobiles - 4.32%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Sundaram Value Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Sundaram Value Fund - Direct (G) based on your investment objective and risk tolerance