Sundaram Value Fund - Regular Plan - GROWTH

Sundaram Mutual Fund · Value Fund

NAV as of 13 Oct 2026

₹200.0476

1y return: −9.12%; absolute
3y return: +4.75%; CAGR
5y return: +5.68%; CAGR

NAV history

Low ₹194.3552High ₹230.0861

Scheme details

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Value Fund
Plan: Regular Plan
Option: GROWTH
AMFI scheme code: 101853
ISIN (growth / payout): INF903J01538
ISIN (reinvestment): —
52-week high: ₹230.0861
52-week low: ₹194.3552

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 4.8% p.a.: ₹7,71,232

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Value FundDirect · GROWTH	Direct · GROWTH	₹213.3134	−8.63%	+5.32%	+6.27%
Sundaram Value FundDirect · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹17.4525	−15.30%	+0.94%	−0.05%
Sundaram Value FundRegular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹14.2635	−15.78%	+0.37%	−0.61%

Value Fund peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Aditya Birla Sun Life Value FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹132.5623	+7.25%	+11.79%	+11.62%

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.