NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹214.62
-1.07%
NAV as on 06 Mar 26, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 06 Mar 26, 12:00 AM
very high risk
elss (tax savings)
elss
9.00%p.a.
Last 1Y
12.11%p.a.
Last 3Y
11.62%p.a.
Last 5Y
15.37%p.a.
Since Inception
About Sundaram Value Fund-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Value Fund-Growth scheme from Sundaram Asset Management Company Limited. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Nov 1999, Sundaram Value Fund-Growth is ELSS (Tax Savings) fund of its category with 1,389.1 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Sundaram Value Fund-Growth delivered 9.0% annual returns during the last year. It has delivered 15.4% average annual returns since the fund was launched.
- Sundaram Value Fund-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
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.
Top 10 Holdings
Ambuja Cements Ltd
1.71%
Apollo Hospitals Enterprise Ltd
1.16%
Apollo Tyres Ltd
1.29%
GE T&D India Ltd
0.73%
Aurobindo Pharma Ltd
0.97%
Axis Bank Ltd
4.64%
Bajaj Finance Ltd
0.99%
Bata India Ltd
0.68%
Bharti Airtel Ltd
4.40%
APL Apollo Tubes Ltd
0.26%
Fund Managers
- Rohit Seksaria (Feb 2021 - Present)
- Bharath S. (Jun 2025 - Present)
- Pathanjali Srinivasan (Sep 2025 - Present)
- Shalav Saket (Dec 2025 - Present)
Key Information
View Scheme Document
Sundaram Value Fund-Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Sundaram Value Fund-Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Value Fund-Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Value Fund-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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