Sundaram Value Fund Growth

• Alpha -4.00%
• Beta 1.05
• Sharpe Ratio0.59
• Std Deviation 11.30%
• Tracking Error 4.81%

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

The Sundaram Value Fund Growth has an AUM of 1389.10 crores & has delivered CAGR of 11.87% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.26%. The minimum investment in Sundaram Value Fund Growth is Rs 500 and the minimum SIP is Rs 250.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Construction - Raw Materials.

Some of the similar funds are Bank of India ELSS Tax Saver Fund Eco Growth, Bank of India ELSS Tax Saver Fund Regular Growth, Invesco India ELSS Tax Saver Fund Growth, Sundaram Value Fund Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. Sundaram Value Fund Growth has a sharpe ratio of 0.59 & a standard deviation of 11.30%.