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Sundaram Mutual Fund

Sundaram Small Cap Fund Direct-Growth

NAV
returns change indicator
151.9415
as on 17 Sep 2021, 10:00 PM
-1.2689(0.83%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Value Research
1
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,64,262
star
1,69,018
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
69,018
Profit (absolute return)
69.02%
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
14.64%
In the last 6 months
36.37%
In the last 1 year
80.64%
In the last 3 years
69.02%
In the last 5 years
89.52%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Sundaram Small Cap Fund Direct-Growth
Sundaram Small Cap Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
1,510.65 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.
1.21%
Expense Ratio
Plan
Growth
4.47%
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 31 Aug 2021
Sort By
Financial
13.72%
207.23 Cr
Healthcare
12.14%
183.47 Cr
Technology
12.05%
181.99 Cr
Construction
8.72%
131.70 Cr
Engineering
8.29%
125.20 Cr
FMCG
7.94%
119.93 Cr
Chemicals
7.84%
118.43 Cr
Services
7.63%
115.22 Cr
Metals
6.03%
91.13 Cr
Cash Holding
4.47%
67.53 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Others
5.10%
77.04 Cr
KSB Ltd.
3.49%
52.72 Cr
Persistent Systems Ltd.
3.22%
48.64 Cr
Multi Commodity Exchange Of India Ltd.
3.12%
47.13 Cr
Cyient Ltd.
3.06%
46.23 Cr
Navin Fluorine International Ltd.
2.99%
45.17 Cr
Laurus Labs Ltd.
2.74%
41.39 Cr
Amrutanjan Health Care Ltd.
2.74%
41.39 Cr
Can Fin Homes Ltd.
2.72%
41.09 Cr
Himatsingka Seide Ltd.
2.55%
38.52 Cr
View All
View All

About Sundaram Small Cap Fund Direct-Growth

Sundaram Small Cap Fund Direct-Growth 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 Rohit Seksaria. It has an AUM of ₹1,510.65 Crores and the latest NAV decalared is ₹151.942 as on 18 Sep 2021 at 1:31 pm.
Sundaram Small Cap Fund Direct-Growth scheme return performance in last 1 year is 80.64%, in last 3 years is 69.02% and 340.10% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,510.65 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237