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Sundaram Mutual Fund

Sundaram Small Cap Fund Direct - Dividend Reinvestment

NAV
returns change indicator
17.1427
as on 18 Feb 2020, 10:15 PM
-0.0474(0.28%)
Last Change
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Scheme Ratings

1
starstarstarstarstar
rated by Morningstar
1
starstarstarstarstar
rated by Value Research

Schemes Managed By

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
100,516
star
103,051
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
3,051
Profit (absolute return)
3.05%
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
7.98%
In the last 6 months
16.55%
In the last 1 year
14.14%
In the last 3 years
3.05%
In the last 5 years
20.82%
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 Reinvestment
Sundaram Small Cap Fund Direct - Dividend Reinvestment
as of 18 Feb 2020, 10:15 PM
1,149.20 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.49%
Expense Ratio
Plan
Dividend
0.67%
Cash Holding
Benchmark
S&P BSE Small Cap Total Return Index
Scheme Document
Benchmark
S&P BSE Small Cap Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Jan 2020
Sort By
Construction
22.01%
252.92 Cr
Engineering
14.24%
163.63 Cr
Services
12.70%
145.98 Cr
Healthcare
9.82%
112.84 Cr
Automobile
9.04%
103.88 Cr
Financial
7.96%
91.42 Cr
Cons Durable
6.62%
76.08 Cr
Chemicals
4.95%
56.85 Cr
FMCG
4.28%
49.21 Cr
Textiles
4.05%
46.59 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Jan 2020
Sort By
Tube Investments Of India Ltd.
5.46%
62.75 Cr
Navin Fluorine International Ltd.
5.05%
58.03 Cr
JK Cement Ltd
3.87%
44.47 Cr
Timken India Ltd.
3.66%
42.06 Cr
INOX Leisure Ltd.
3.62%
41.60 Cr
Thyrocare Technologies Ltd.
3.43%
39.42 Cr
Heidelberg Cement India Ltd.
3.36%
38.61 Cr
DCB Bank Ltd.
3.09%
35.51 Cr
Brigade Enterprises Ltd.
2.92%
33.56 Cr
Johnson Controls - Hitachi Air Conditioning India Ltd.
2.90%
33.33 Cr
View All
View All

About Sundaram Small Cap Fund Direct - Dividend Reinvestment

Sundaram Small Cap Fund Direct - Dividend Reinvestment 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 manager S Krishnakumar. It has an AUM of ₹1,149.20 Crores and the latest NAV decalared is ₹17.143 as on 18 Feb 2020 at 10:15 pm.
Sundaram Small Cap Fund Direct - Dividend Reinvestment scheme return performance in last 1 year is 14.14%, in last 3 years is 3.05% and 146.19% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,149.20 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
32,565.25 Cr
AUM
96
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237