TickerKhojSundaram Mutual Fund · Equity · Value · Regular plan
Sundaram Value Fund - Regular Plan - Growth
₹198.5355NAV on 30 Oct 2026Expense ratio 2.29%
3 Nov 2025NAV low 194.36 · high 230.09-10.9%
In plain words
Over 3 years it returned +5.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.1%.
On 3-year return it ranks 20 of 20 funds in Value.
A monthly SIP over 10 years ended ₹60,073 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.7% | +1.9% |
| 3 months | -5.5% | -5.1% |
| 6 months | -5.5% | -3.2% |
| 1 year | -10.5% | -10.2% |
| 3 years (yearly) | +5.9% | +7.4% |
| 5 years (yearly) | +6.0% | +6.5% |
| 10 years (yearly) | +9.1% | +11.3% |
| Since start (yearly) | +10.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,772 | -10.9% |
| 3 years | ₹3,60,000 | ₹3,48,303 | -2.1% |
| 5 years | ₹6,00,000 | ₹6,64,856 | +4.0% |
| 10 years | ₹12,00,000 | ₹18,81,154 | +8.7% |
Other plan of this fund: Sundaram Value Fund - Direct Plan - Growth