Sundaram Value Fund Regular Plan

Value / ContraEquity Rank 26 of 26

NAV · Regular-Growth

—-1.77-1.68%

As of — · AMFI

NAV growth+9.8%

Feb ’19Feb ’20

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Value / Contra category on 1Y, 3Y & 5Y.

1Y return

-8.9%

-7.5 vs cat

3Y CAGR

+5.2%

-6.6 vs cat

5Y CAGR

+6.1%

-5.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.5%

3Y std dev

Go deeper on Sundaram Value Fund Regular Plan

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

Sundaram Value Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Value Fund Regular Plan 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 Regular Plan is a Value / Contra scheme from Sundaram. Long-run track record: about 6.1% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 17 months.

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

NAV history

Showing Regular · Growth · INF903J01538

NAV (Direct-Growth)

₹103.3733

Last 1Y

+9.81%

Feb 19Min ₹91.16 · Max ₹106.09 · 243 ptsFeb 20

Drawdown stories

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

May 2009

-100.0%

Peak ₹48.37 on 7 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 17 months· 27 Sept 2010

Sept 2001

-57.0%

Peak ₹14.29 on 2 Mar 2000 → trough ₹6.15 on 17 Sept 2001 (19 months down).

Recovered in 25 months· 10 Oct 2003

Jun 2004

-47.2%

Peak ₹18.89 on 2 Jan 2004 → trough ₹9.97 on 23 Jun 2004 (6 months down).

Recovered in 17 months· 28 Nov 2005

Jun 2006

-36.3%

Peak ₹28.10 on 10 May 2006 → trough ₹17.89 on 14 Jun 2006 (1 months down).

Recovered in 7 months· 2 Jan 2007

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

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.88%	-2.74%	17/ 32
1M	-5.22%	-5.02%	18/ 31
3M	-6.26%	-4.38%	24/ 29
6M	+0.43%	+6.66%	25/ 27
YTD	-12.45%	-4.90%	26/ 27
1Y	-8.94%	-1.41%	26/ 27
2Y	-4.79%	-2.02%	21/ 26
3Y	+5.23%	+11.87%	26/ 26
5Y	+6.08%	+11.57%	22/ 22
7Y	+10.97%	+16.53%	18/ 18
10Y	+8.81%	+12.89%	17/ 17

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 →

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