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Sundaram Mutual Fund

Sundaram Small Cap Fund Direct - Dividend Payout

NAV
returns change indicator
16.8111
as on 26 Oct 2020, 10:20 PM
-0.1335(0.79%)
Last Change
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Scheme Ratings

1
starstarstarstarstar
rated by Morningstar
1
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
78,582
star
80,679
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
19,321
Profit (absolute return)
19.32%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
18.15%
In the last 6 months
39.13%
In the last 1 year
8.39%
In the last 3 years
19.32%
In the last 5 years
16.56%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Small Cap Fund Direct - Dividend Payout
Sundaram Small Cap Fund Direct - Dividend Payout
as of 30 Sep 2020, 05:30 AM
1,064.03 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.31%
Expense Ratio
Plan
Dividend
2.55%
Cash Holding
Benchmark
NIFTY Smallcap 100 Total Return Index
Scheme Document
Benchmark
NIFTY Smallcap 100 Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2020
Sort By
Healthcare
14.69%
156.27 Cr
Construction
14.25%
151.62 Cr
Engineering
12.48%
132.84 Cr
Chemicals
10.75%
114.38 Cr
Financial
9.62%
102.32 Cr
FMCG
6.94%
73.81 Cr
Services
6.93%
73.71 Cr
Automobile
5.73%
60.96 Cr
Technology
5.66%
60.25 Cr
Cons Durable
5.63%
59.86 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2020
Sort By
Navin Fluorine International Ltd.
4.76%
50.65 Cr
Timken India Ltd.
3.42%
36.39 Cr
Tube Investments Of India Ltd.
3.35%
35.64 Cr
Laurus Labs Ltd.
2.97%
31.60 Cr
Johnson Controls - Hitachi Air Conditioning India Ltd.
2.86%
30.43 Cr
Multi Commodity Exchange India
2.66%
28.30 Cr
Amrutanjan Health Care Ltd.
2.66%
28.30 Cr
Brigade Enterprises Ltd.
2.55%
27.13 Cr
Others
2.55%
27.13 Cr
India Cements Ltd.
2.48%
26.39 Cr
View All
View All

About Sundaram Small Cap Fund Direct - Dividend Payout

Sundaram Small Cap Fund Direct - Dividend Payout is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Ratish Varier and S Krishnakumar. It has an AUM of ₹1,064.03 Crores and the latest NAV decalared is ₹16.811 as on 27 Oct 2020 at 5:44 pm.
Sundaram Small Cap Fund Direct - Dividend Payout scheme return performance in last 1 year is 8.39%, in last 3 years is -19.32% and 141.43% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,064.03 Cr
Category:Equity: Small Cap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
28,791.72 Cr
AUM
99
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237