Sundaram Value Fund (Regular)
Sundaram Mutual Fund · benchmark Nifty 500 TRI · 20.6 years old · AMFI code 101853
C (bottom 30%), score 6.6 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | -2.1% | 2.5% | -4.6% | 18 / 25 |
| 1 year | -7.7% | -1.0% | -6.7% | 25 / 25 |
| 3 years (a year) | 6.8% | 12.0% | -5.2% | 19 / 24 |
| 5 years (a year) | 6.7% | 9.7% | -3.0% | 20 / 20 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Value Fund (Regular plan)?
₹207.45 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Value Fund (Regular)?
2.27% a year; the Direct plan's is 1.75%.
What return has Sundaram Value Fund given over 3 years?
6.8% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
How is Sundaram Value Fund rated?
C: 24 of 24 Regular plans in Value / Contra, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.