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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	0.82%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,415
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	21.72%
HDFC Small Cap Fund - Direct Plan	1000	1000	20.4%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	15.65%
HSBC Small Cap Fund - Direct Plan	1000	1000	18.77%
HDFC Small Cap Fund - Direct Plan	1000	1000	20.4%
HDFC Small Cap Fund - Direct Plan	1000	1000	20.4%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	17.13%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	21.72%

Top 10 Holdings

Company	Holding Type	Asset(%)
Cholamandalam Financial Holdings Ltd	Equity	3
Treps	Cash - Repurchase Agreement	3
KSB Ltd	Equity	3
Ujjivan Small Finance Bank Ltd Ordinary Shares	Equity	2
Safari Industries (India) Ltd	Equity	2
Multi Commodity Exchange of India Ltd	Equity	2
Greenpanel Industries Ltd Ordinary Shares	Equity	2
Rategain Travel Technologies Ltd	Equity	2
Equitas Small Finance Bank Ltd Ordinary Shares	Equity	2
Brigade Enterprises Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	3
Bond - Gov't Treasury	1
Cash - Collateral	1
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	24
Industrials	18
Consumer Cyclical	16
Healthcare	8
Basic Materials	8

Fund Manager

Rohit Seksaria

1+ 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