To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes
RETURNS CALCULATOR for Sundaram Value Fund Regular Plan - Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period)
on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the
rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand,
measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Value Fund Regular Plan - Growth