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Sundaram Small Cap Fund - Direct Plan

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• Investment in diversified stocks that are generally termed as small and mid-caps

Fund Info

Scheme Class	Equity
Scheme Category	Small-Cap
Expense Ratio	0.86%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,021
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE Smallcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	43.97%
HDFC Small Cap Fund - Direct Plan	1000	1000	48.36%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	37.32%
HSBC Small Cap Fund - Direct Plan	1000	1000	49.84%
HDFC Small Cap Fund - Direct Plan	1000	1000	48.36%
HDFC Small Cap Fund - Direct Plan	1000	1000	48.36%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	47.06%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	43.97%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	6
KSB Ltd	Equity	3
KPIT Technologies Ltd	Equity	3
Westlife Foodworld Ltd	Equity	3
Can Fin Homes Ltd	Equity	3
Ashok Leyland Ltd	Equity	2
State Bank of India	Equity	2
Radico Khaitan Ltd	Equity	2
KEI Industries Ltd	Equity	2
RHI Magnesita India Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	94
Cash - Repurchase Agreement	6
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	24
Consumer Cyclical	21
Industrials	20
Technology	9
Healthcare	6

Fund Manager

Ravi Gopalakrishnan

1+ years of experience

Rohit Seksaria

0+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m