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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	1.44%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,073
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 (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	-12.08%
HDFC Small Cap Fund - Direct Plan	1000	1000	-6.76%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	-15.31%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	-9.56%
HDFC Small Cap Fund - Direct Plan	1000	1000	-6.76%
HDFC Small Cap Fund - Direct Plan	1000	1000	-6.76%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	-9.3%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	-12.08%

Top 10 Holdings

Company	Holding Type	Asset(%)
Navin Fluorine International Ltd	Equity	6
Tube Investments of India Ltd Ordinary Shares	Equity	5
JK Cement Ltd	Equity	4
HeidelbergCement India Ltd	Equity	4
Timken India Ltd	Equity	4
Thyrocare Technologies Ltd	Equity	3
INOX Leisure Ltd	Equity	3
DCB Bank Ltd	Equity	3
Kalpataru Power Transmission Ltd	Equity	3
Amrutanjan Health Care Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash	2
Mutual Fund - Open End	0
Cash - Repurchase Agreement	0

Sector Allocation(%)

Sector	Percent
Industrials	26
Consumer Cyclical	25
Basic Materials	16
Healthcare	11
Technology	5

Fund Manager

S Krishnakumar

13+ 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