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EQUITY•ELSS

Sundaram Value Fund

3 Year return

12.97%
NAV on December 12, 2025
238.5647
1D Returns
+0.95%
Launched on January 2013(12 years)

Investment Details

₹250
Minimum SIP Amount
₹100
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
22.75%₹819
Total Value ₹4,419

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,483.79 Cr.
Expense Ratio
1.74% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
2

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Sundaram Mutual Fund Manager

RS

Rohit Seksaria

Fund Manager since Jan 2022

SB

S Bharath

Fund Manager since Jul 2024

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

About Sundaram Diversified Equity (ELSS) Direct Plan Growth

The Sundaram Diversified Equity (ELSS) Direct Plan Growth is an equity linked savings scheme (ELSS) managed by Sundaram Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. ELSS funds are a type of equity mutual fund that offer tax benefits under Section 80C of the Income Tax Act. Investors can claim a deduction of up to ₹1.5 lakh on their investment in ELSS funds in a financial year. The Sundaram Diversified Equity (ELSS) Direct Plan Growth invests in a diversified portfolio of equity shares. The fund aims to generate long-term capital appreciation by investing in these companies.

Investment Objectives of the Scheme

The investment objective of the Sundaram Diversified Equity (ELSS) Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares. The fund will invest at least 80% of its assets in equity shares.

Key Features of The Fund

5-year return
16.2345%
Expense Ratio
1.74%
Fund Manager
Rohit Seksaria
Fund Size
₹1483.79 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Sundaram Diversified Equity (ELSS) Direct Plan Growth is a good option for investors who are looking to save tax and generate long-term capital appreciation. The fund offers the potential for higher returns than other tax-saving investment options, such as fixed deposits and savings accounts. However, the fund is not suitable for investors who are looking for a safe investment. Equity investments are subject to market risks and there is a risk of losing money.

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Value Fund on December 12, 2025, is ₹238.5647
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Value Fund, is ₹1483.79 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Value Fund is 1.74%
The Sundaram Value Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Value Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,419 in 3Y at 12.9684% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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