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Sundaram Value Fund Direct Plan - Growth

Sundaram · Value/Contra
High
₹226.91
Current NAV
25 Jun 2026
24.9%
1Y Return
21.9%
3Y CAGR
14.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.19%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.79).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.79
Sharpe Ratio
0.49
Beta
-1.71
Alpha
2.13
Sortino
Fund Details
Fund House Sundaram
Category Value/Contra
AUM ₹8340 Cr
Expense Ratio 0.19%
Min SIP ₹500
Min Lumpsum ₹1000
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