Sundaram Value Fund Series I Direct Growth

Sundaram Mutual FundIncomeClose Ended Schemes

The latest NAV of Sundaram Value Fund Series I Direct Growth is 16.7354 as of 01-01-2018. It has delivered +65.34% over 1 year and +28.11% (CAGR) over 3 years. Explore the full NAV history, 1Y/3Y/5Y returns and a ₹10,000 monthly SIP simulation below.

Current NAV
16.7354
01-01-2018
Day Change
+0.02%
+0.0039
1Y Return
+65.3%
CAGR
3Y Return
+28.1%
CAGR

NAV History

Returns

PeriodReturnType
1 Month+2.19%Absolute
3 Months+15.97%Absolute
6 Months+18.18%Absolute
1 Year+65.34%CAGR
3 Years+28.11%CAGR
5 Years+16.02%CAGR
Since Inception+28.93%CAGR

SIP Performance

Based on monthly SIP of ₹10,000

Invested
3.50 L
2.9 years
Current Value
5.16 L
+1.66 L returns
Invested (68%)Returns (32%)
Approx. XIRR
+14.2%
annualized

Scheme Information

Fund HouseSundaram Mutual Fund
Scheme TypeClose Ended Schemes
CategoryIncome
Scheme Code133320
Latest NAV₹16.7354
NAV Date01-01-2018
Data Points738 days (~2.9 years)

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Compare 1000+ Indian mutual funds across Equity, Debt, Hybrid, and ELSS categories. See live NAV, 1-year / 3-year / 5-year returns, expense ratios, AUM, and Sharpe ratio to pick funds worth your SIP. Direct plans save 0.5–1% p.a. vs regular plans — over 20 years that difference compounds to 15–25% more corpus.

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