Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Value Fund median (23 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Apr 2006 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty 500 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Sundaram Value Fund |
|---|---|
| 03 Apr 2006 | ₹100.00 |
| 14 Dec 2007 | ₹179.34 |
| 26 Aug 2009 | ₹147.25 |
| 08 May 2011 | ₹163.27 |
| 17 Jan 2013 | ₹190.62 |
| 30 Sep 2014 | ₹253.88 |
| 11 Jun 2016 | ₹293.52 |
| 21 Feb 2018 | ₹397.23 |
| 04 Nov 2019 | ₹398.11 |
| 16 Jul 2021 | ₹523.92 |
| 28 Mar 2023 | ₹562.83 |
| 08 Dec 2024 | ₹857.21 |
| 20 Aug 2026 | ₹828.95 |
| Metric | Sundaram · Regular NAV ₹213.10 Very High risk ★★☆☆☆ | Category median Value Fund · 23 funds |
|---|---|---|
| -4.88% | +2.35% | |
| +7.77% | +13.86% | |
| +9.03% | +13.50% | |
| +9.91% | +13.29% | |
| +10.94% | +14.30% | |
| +6.96% | — | |
| +12.34% | +16.80% | |
| +11.90% | +14.35% | |
| +12.04% | +14.21% | |
| Risk | ||
| 12.94% | 14.36% | |
| 0.10 | 0.51 | |
| 0.13 | 0.69 | |
| -57.88% | -40.31% | |
| Nifty 500 | — | |
| -3.33% | +1.91% | |
| 0.91 | 0.96 | |
| 80.7% | 101.5% | |
| 92.2% | 95.5% | |
| 2.28% | 2.28% | |
| ₹927.96Cr | ₹1,662Cr | |
| Up to 1.00% | — | |
| 3 years | — | |
| ₹250 | — | |
| ₹100 | — | |
| 52% | 36% | |
| Shalav Saket · 0.7y | — | |
| 03 Apr 2006 | — | |
| 50 | — | |
| 45.7% | — | |
| 1.6% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.