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Sundaram Mutual Fund

Sundaram Small Cap Fund Direct-Dividend

NAV
returns change indicator
15.0002
as on 16 Aug 2019 09:30 PM
0.0552(0.37%)
Last Change
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Scheme Ratings
2
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research
Small Cap
Small Cap
Rankings based on | as on Invalid date
×
Schemes Managed By
Investment Performance
would have given a returns of
110,871
star
121,647
star
93,243
star
95,262
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
4,738
Profit (absolute return)
4.74%
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
8.92%
In the last 6 months
2.00%
In the last 1 year
19.40%
In the last 3 years
4.74%
In the last 5 years
45.96%
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
Sundaram Small Cap Fund Direct-Dividend
as of 16 Aug 2019 09:30 PM
996.33 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.35%
Expense Ratio
Plan
Dividend
1.37%
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 Jul 2019
Sort By
Construction
27.50%
274.01 Cr
Engineering
14.82%
147.67 Cr
Services
11.79%
117.51 Cr
Automobile
8.82%
87.89 Cr
Healthcare
8.44%
84.12 Cr
Financial
5.16%
51.44 Cr
Chemicals
5.06%
50.40 Cr
Cons Durable
4.74%
47.23 Cr
FMCG
4.35%
43.33 Cr
Textiles
3.92%
39.05 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
Construction
27.50%
274.01 Cr
Engineering
14.82%
147.67 Cr
Services
11.79%
117.51 Cr
Automobile
8.82%
87.89 Cr
Healthcare
8.44%
84.12 Cr
Financial
5.16%
51.44 Cr
Chemicals
5.06%
50.40 Cr
Cons Durable
4.74%
47.23 Cr
FMCG
4.35%
43.33 Cr
Textiles
3.92%
39.05 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
JK Cement Ltd
4.41%
43.94 Cr
Tube Investments Of India Ltd.
4.27%
42.54 Cr
Navin Fluorine International Ltd.
4.27%
42.54 Cr
Heidelberg Cement India Ltd.
3.98%
39.65 Cr
DCB Bank Ltd.
3.79%
37.76 Cr
Kalpataru Power Transmission Ltd.
3.23%
32.18 Cr
Timken India Ltd.
3.02%
30.09 Cr
PNC Infratech Ltd.
3.00%
29.89 Cr
Praj Industries Ltd.
2.97%
29.59 Cr
V-Guard Industries Ltd.
2.96%
29.49 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Sort By
JK Cement Ltd
4.41%
43.94 Cr
Tube Investments Of India Ltd.
4.27%
42.54 Cr
Navin Fluorine International Ltd.
4.27%
42.54 Cr
Heidelberg Cement India Ltd.
3.98%
39.65 Cr
DCB Bank Ltd.
3.79%
37.76 Cr
Kalpataru Power Transmission Ltd.
3.23%
32.18 Cr
Timken India Ltd.
3.02%
30.09 Cr
PNC Infratech Ltd.
3.00%
29.89 Cr
Praj Industries Ltd.
2.97%
29.59 Cr
V-Guard Industries Ltd.
2.96%
29.49 Cr
View All
View All
About Sundaram Small Cap Fund Direct-Dividend
Sundaram Small Cap Fund Direct-Dividend 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 Krishna Kumar. It has an AUM of ₹996.33 Crores and the latest NAV decalared is ₹15.000 as on 16 Aug 2019 at 9:30 pm.
Sundaram Small Cap Fund Direct-Dividend scheme return performance in last 1 year is -19.40%, in last 3 years is -4.74% and 111.83% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.
Scheme Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Scheme Details
AUM:996.33 Cr
Category:Equity: Small Cap
Launch Date:01 Jan 2013
Fund Type:Open-End
AMC Information
Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
29,890.50 Cr
AUM
93
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : (044) 28583362/ 28583367/ 28569900/1800 103 7237
Fax : (044) 28583156