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 02 Jan 2013 – 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 |
|---|---|
| 02 Jan 2013 | ₹100.00 |
| 21 Feb 2014 | ₹96.31 |
| 12 Apr 2015 | ₹156.90 |
| 31 May 2016 | ₹154.42 |
| 19 Jul 2017 | ₹206.60 |
| 07 Sep 2018 | ₹221.56 |
| 27 Oct 2019 | ₹210.93 |
| 15 Dec 2020 | ₹230.85 |
| 03 Feb 2022 | ₹319.96 |
| 25 Mar 2023 | ₹311.58 |
| 12 May 2024 | ₹419.70 |
| 01 Jul 2025 | ₹484.69 |
| 20 Aug 2026 | ₹466.27 |
| Metric | Sundaram · Direct NAV ₹227.06 Very High risk ★☆☆☆☆ | Category median Value Fund · 23 funds |
|---|---|---|
| -4.37% | +3.57% | |
| +8.36% | +15.04% | |
| +9.64% | +14.76% | |
| +10.48% | +14.36% | |
| +11.96% | +16.07% | |
| +7.56% | — | |
| +13.40% | +18.30% | |
| +12.77% | +15.85% | |
| +13.09% | +15.98% | |
| Risk | ||
| 12.95% | 14.38% | |
| 0.14 | 0.58 | |
| 0.20 | 0.80 | |
| -41.30% | -36.70% | |
| Nifty 500 | — | |
| -2.79% | +2.91% | |
| 0.91 | 0.96 | |
| 82.1% | 103.3% | |
| 91.0% | 93.3% | |
| 1.76% | 1.14% | |
| ₹927.96Cr | ₹1,662Cr | |
| Up to 1.00% | — | |
| 3 years | — | |
| ₹250 | — | |
| ₹100 | — | |
| 52% | 36% | |
| Shalav Saket · 0.7y | — | |
| 02 Jan 2013 | — | |
| 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.