Sundaram Value Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Value / ContraEquity

NAV · Direct-IDCW Reinvestment

—-0.07-0.38%

As of — · AMFI

NAV growth-10.7%

Aug ’25Aug ’26

Go deeper on Sundaram Value Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Value Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Value Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Value Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Value / Contra scheme from Sundaram. Worst historical drawdown: -50% in Mar 2020, recovered in 17 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · IDCW Reinvestment · INF903J01NL7

NAV (Direct-Growth)

₹18.5376

Last 1Y

-10.68%

Aug 25Min ₹16.91 · Max ₹21.56 · 202 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-50.2%

Peak ₹16.40 on 3 Mar 2015 → trough ₹8.17 on 23 Mar 2020 (62 months down).

Recovered in 17 months· 12 Aug 2021

Mar 2026 — ongoing

-22.6%

Peak ₹21.85 on 26 Sept 2024 → trough ₹16.91 on 31 Mar 2026 (18 months down).

Not yet recovered

Jun 2022

-22.5%

Peak ₹17.81 on 18 Oct 2021 → trough ₹13.80 on 20 Jun 2022 (8 months down).

Recovered in 18 months· 5 Dec 2023

Aug 2013

-18.8%

Peak ₹11.66 on 15 Jan 2013 → trough ₹9.47 on 21 Aug 2013 (7 months down).

Recovered in 7 months· 7 Mar 2014

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Peers in Value / Contra

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

Enrichment pending for this scheme

Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray