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Scheme Information
Sundaram Value Growth
as of 22 May 2026, 16:36 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 6.78% |
| Reliance Industries Ltd | Energy | E | 5.89% |
| ICICI Bank Ltd | Financial Services | E | 5.05% |
| Axis Bank Ltd | Financial Services | E | 4.60% |
| State Bank of India | Financial Services | E | 4.28% |
| NTPC Ltd | Utilities | E | 3.67% |
| Infosys Ltd | Technology | E | 3.57% |
| Bharti Airtel Ltd | Communication Services | E | 3.42% |
| Kirloskar Oil Engines Ltd | Industrials | E | 3.29% |
| Larsen & Toubro Ltd | Industrials | E | 3.12% |
| Force Motors Ltd | Consumer Cyclical | E | 2.97% |
| ITC Ltd | Consumer Defensive | E | 2.88% |
| Varun Beverages Ltd | Consumer Defensive | E | 2.34% |
| Alkem Laboratories Ltd | Healthcare | E | 2.22% |
| GAIL (India) Ltd | Utilities | E | 2.10% |
| Union Bank of India | Financial Services | E | 1.93% |
| IndusInd Bank Ltd | Financial Services | E | 1.87% |
| Power Grid Corp Of India Ltd | Utilities | E | 1.85% |
| Sapphire Foods India Ltd | Consumer Cyclical | E | 1.83% |
| Emami Ltd | Consumer Defensive | E | 1.78% |
| UltraTech Cement Ltd | Basic Materials | E | 1.61% |
| Ambuja Cements Ltd | Basic Materials | E | 1.56% |
| Tata Motors Ltd | Consumer Cyclical | E | 1.43% |
| Tata Consultancy Services Ltd | Technology | E | 1.40% |
| Whirlpool of India Ltd | Consumer Cyclical | E | 1.37% |
| Cipla Ltd | Healthcare | E | 1.36% |
| Coal India Ltd | Energy | E | 1.21% |
| Mahanagar Gas Ltd | Utilities | E | 1.13% |
| HCL Technologies Ltd | Technology | E | 1.13% |
| Apollo Tyres Ltd | Consumer Cyclical | E | 1.12% |
| Tata Motors Passenger Vehicles Ltd | Consumer Cyclical | E | 1.12% |
| Grasim Industries Ltd | Basic Materials | E | 1.12% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.11% |
| Swiggy Ltd | Consumer Cyclical | E | 1.10% |
| Hindustan Petroleum Corp Ltd | Energy | E | 1.08% |
| PI Industries Ltd | Basic Materials | E | 1.07% |
| Kirloskar Ferrous Industries Ltd | Industrials | E | 1.07% |
| Amara Raja Energy & Mobility Ltd | Industrials | E | 1.06% |
| REC Ltd | Financial Services | E | 1.03% |
| Oil India Ltd | Energy | E | 1.02% |
| JK Lakshmi Cement Ltd | Basic Materials | E | 1.00% |
| Indraprastha Gas Ltd | Utilities | E | 0.97% |
| Kansai Nerolac Paints Ltd | Basic Materials | E | 0.91% |
| Praj Industries Ltd | Industrials | E | 0.91% |
| Tech Mahindra Ltd | Technology | E | 0.85% |
| Cyient Ltd | Industrials | E | 0.82% |
| SKF India (Industrial) Ltd | Industrials | E | 0.67% |
| Bata India Ltd | Consumer Cyclical | E | 0.60% |
| Metropolis Healthcare Ltd | Healthcare | E | 0.57% |
| Jyothy Labs Ltd | Consumer Defensive | E | 0.53% |
| Brigade Enterprises Ltd | Real Estate | E | 0.50% |
| SKF India Ltd | Industrials | E | 0.45% |
| Treps | - | CR | 1.42% |
| Cash And Other Net Current Assets | - | CA | 0.23% |
| Devyani International Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
98.35%
Cash
1.65%
Equity sector allocation
Basic Materials
7.28%
Communication Services
3.42%
Consumer Cyclical
12.65%
Consumer Defensive
7.53%
Energy
9.2%
Financial Services
25.54%
Healthcare
4.15%
Industrials
11.4%
Real Estate
0.5%
Technology
6.95%
Utilities
9.71%
Others
1.67%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Sundaram Value Growth
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+10.54%
Fund Manager
S. Bharath
Risk Profile
Very High Risk
Expense Ratio
2.30%
Fund Size
₹1323.04 Cr
FAQ's
What has been the returns generated by Sundaram Value Growth over different time periods?
What is the expense ratio of Sundaram Value Growth?
What is the AUM (Assets Under Management) of Sundaram Value Growth?
What are the top stock holdings of Sundaram Value Growth?
The Sundaram Value Growth has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 6.78% |
| Reliance Industries Ltd | 5.89% |
| ICICI Bank Ltd | 5.05% |
| Axis Bank Ltd | 4.60% |
| State Bank of India | 4.28% |
| NTPC Ltd | 3.67% |
| Infosys Ltd | 3.57% |
| Bharti Airtel Ltd | 3.42% |
| Kirloskar Oil Engines Ltd | 3.29% |
| Larsen & Toubro Ltd | 3.12% |
| Force Motors Ltd | 2.97% |
| ITC Ltd | 2.88% |
| Varun Beverages Ltd | 2.34% |
| Alkem Laboratories Ltd | 2.22% |
| GAIL (India) Ltd | 2.10% |
| Union Bank of India | 1.93% |
| IndusInd Bank Ltd | 1.87% |
| Power Grid Corp Of India Ltd | 1.85% |
| Sapphire Foods India Ltd | 1.83% |
| Emami Ltd | 1.78% |
| UltraTech Cement Ltd | 1.61% |
| Ambuja Cements Ltd | 1.56% |
| Tata Motors Ltd | 1.43% |
| Tata Consultancy Services Ltd | 1.40% |
| Whirlpool of India Ltd | 1.37% |
| Cipla Ltd | 1.36% |
| Coal India Ltd | 1.21% |
| Mahanagar Gas Ltd | 1.13% |
| HCL Technologies Ltd | 1.13% |
| Apollo Tyres Ltd | 1.12% |
| Tata Motors Passenger Vehicles Ltd | 1.12% |
| Grasim Industries Ltd | 1.12% |
| Jubilant Foodworks Ltd | 1.11% |
| Swiggy Ltd | 1.10% |
| Hindustan Petroleum Corp Ltd | 1.08% |
| PI Industries Ltd | 1.07% |
| Kirloskar Ferrous Industries Ltd | 1.07% |
| Amara Raja Energy & Mobility Ltd | 1.06% |
| REC Ltd | 1.03% |
| Oil India Ltd | 1.02% |
| JK Lakshmi Cement Ltd | 1.00% |
| Indraprastha Gas Ltd | 0.97% |
| Kansai Nerolac Paints Ltd | 0.91% |
| Praj Industries Ltd | 0.91% |
| Tech Mahindra Ltd | 0.85% |
| Cyient Ltd | 0.82% |
| SKF India (Industrial) Ltd | 0.67% |
| Bata India Ltd | 0.60% |
| Metropolis Healthcare Ltd | 0.57% |
| Jyothy Labs Ltd | 0.53% |
| Brigade Enterprises Ltd | 0.50% |
| SKF India Ltd | 0.45% |
| Treps | 1.42% |
| Cash And Other Net Current Assets | 0.23% |
| Devyani International Ltd | - |
In which sectors has Sundaram Value Growth invested in?
The Sundaram Value Growth has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 7.28% |
| Communication Services | 3.42% |
| Consumer Cyclical | 12.65% |
| Consumer Defensive | 7.53% |
| Energy | 9.20% |
| Financial Services | 25.54% |
| Healthcare | 4.15% |
| Industrials | 11.40% |
| Real Estate | 0.50% |
| Technology | 6.95% |
| Utilities | 9.71% |
What is the risk level of Sundaram Value Growth?
Who are the fund managers of Sundaram Value Growth?
Is there a minimum SIP amount to invest in Sundaram Value Growth?
Can I invest in Sundaram Value Growth both in SIP and lump sum?
How to invest in Sundaram Value Growth?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Value Growth:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Value Growth.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Value Growth?
The exit load of Sundaram Value Growth is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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