Sundaram Value Fund - Regular Plan - Growth

Sundaram Value Fund - Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on November 22, 1999, and falls under the ELSS fund category. It currently manages an AUM of Rs 1,461.22 crore. The fund permits investments with a minimum SIP of Rs 250 and a lump sum of Rs 100. It charges an expense ratio of 2.2% for managing the portfolio.

• Investing Strategy:

  "To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lockin period shall apply in line with the regulation for ELSS schemes."

• Performance:

  Sundaram Value Fund - Regular Plan - Growth trailing returns over different times are -0.36% (1 year), 12.99% (3 year) and 18.4% (5 year). The average annual return of this fund stands at 4.3%.