NSE ScannerSundaram Mutual Fund · Equity · Value · Direct plan
Sundaram Value Fund - Direct Plan - Growth
₹211.7524NAV on 30 Oct 2026Expense ratio 1.78%
29 Oct 2025NAV low 206.67 · high 244.31-12.2%
In plain words
Over 3 years it returned +6.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.9%.
On 3-year return it ranks 20 of 20 funds in Value.
A monthly SIP over 10 years ended ₹59,148 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 | -1.5% | +1.9% |
| 3 months | -6.4% | -5.1% |
| 6 months | -6.5% | -3.2% |
| 1 year | -11.7% | -10.2% |
| 3 years (yearly) | +6.1% | +7.4% |
| 5 years (yearly) | +6.7% | +6.5% |
| 10 years (yearly) | +9.3% | +11.3% |
| Since start (yearly) | +11.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,10,439 | -12.8% |
| 3 years | ₹3,60,000 | ₹3,48,581 | -2.0% |
| 5 years | ₹5,90,000 | ₹6,55,863 | +4.1% |
| 10 years | ₹11,90,000 | ₹19,04,347 | +9.0% |
Other plan of this fund: Sundaram Value Fund - Regular Plan - Growth