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 |
| Benchmark Type | Nifty Midcap 100 Index |
| Expense Ratio | 1.35% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,151 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 5.15% | |
| 1000 | 1000 | 13.18% | |
| 1000 | 1000 | 4.74% | |
| 1000 | 1000 | 11.67% | |
| 1000 | 1000 | 13.18% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Navin Fluorine International Ltd | Equity | 4 |
| Tube Investments of India Ltd Ordinary Shares | Equity | 4 |
| DCB Bank Ltd | Equity | 4 |
| JK Cement Ltd | Equity | 4 |
| Praj Industries Ltd | Equity | 4 |
| NRB Bearings Ltd | Equity | 3 |
| HeidelbergCement India Ltd | Equity | 3 |
| Kalpataru Power Transmission Ltd | Equity | 3 |
| PNC Infratech Ltd | Equity | 3 |
| Timken India Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash - Collateral | 2 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Building Materials | 15 |
| Engineering & Construction | 12 |
| Auto Parts | 12 |
| Diversified Industrials | 8 |
| Chemicals | 4 |
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.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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