Sundaram Value Fund Series IX Regular-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹16.6497

As on 10-Nov-2021

Returns

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Calculate SIP Returns of Sundaram Value Fund Series IX Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Sundaram Value Fund Series IX Regular-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Base Expense Ratio (%) info
4 out of 5 stars
unlock fund advisor
Very High
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1.22
5 out of 5 stars
unlock fund advisor
Very High
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1.37
4 out of 5 stars
unlock fund advisor
Very High
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1.43
5 out of 5 stars
unlock fund advisor
Very High
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1.50
4 out of 5 stars
unlock fund advisor
Very High
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1.55

Other details of Sundaram Value Fund Series IX Regular-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Sundaram Value Fund Series IX Regular-Growth

Sundaram Value Fund Series IX Regular-Growth is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on November 10, 2017, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹167 Cr.

The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Latest news on Sundaram Value Fund Series IX Regular-Growth

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FAQ for Sundaram Value Fund Series IX Regular-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Value Fund Series IX Regular-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Value Fund Series IX Regular-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Sundaram Value Fund Series IX Regular-Growth, is ₹16.6497 as of 08-Jun-2026.

Over the past five years, Sundaram Value Fund Series IX Regular-Growth has delivered an annualised return of --% as of 08-Jun-2026.

The minimum investment required to start investing in Sundaram Value Fund Series IX Regular-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.