EquityValue FundDirect · Growth
Sundaram Value Fund Direct Plan - Growth
Sundaram · Scheme 119549
₹226.58▼ 0.38%NAV · 2026-09-18
Weak FundScore
AUM
₹1,303 cr
Expense ratio
1.76%
3Y CAGR
8.3%
Risk level
High
Min SIP
₹250
Benchmark
Nifty 500 TRI
Fund manager: S KrishnakumarExit load: Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 Days.
Below average · 37/100
Lags peers on our factors — weigh the risks carefully.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 94% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 7.0%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Down 3.6% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe 0.40) — took on risk without enough payoff.
- •Can fall sharply — dropped 41% in its worst stretch. Stomach needed.
- •Pricey — 1.76% expense ratio quietly eats into long-term returns.
- •3Y CAGR: +8.3%
- •3Y CAGR vs category: -6.3% vs category avg
FundScore breakdown
37/100 · Weak
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.