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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	2.65%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,152
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	5.79%
HDFC Small Cap Fund - Direct Plan	1000	1000	7.29%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	3.43%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	4.87%
HDFC Small Cap Fund - Direct Plan	1000	1000	7.29%
HDFC Small Cap Fund - Direct Plan	1000	1000	7.29%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	10.25%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	5.79%

Top 10 Holdings

Company	Holding Type	Asset(%)
Laurus Labs Ltd	Equity	4
Dixon Technologies (India) Ltd	Equity	4
Brigade Enterprises Ltd	Equity	3
India Cements Ltd	Equity	3
Tube Investments of India Ltd Ordinary Shares	Equity	3
Persistent Systems Ltd Ordinary Shares	Equity	3
Navin Fluorine International Ltd	Equity	3
Westlife Development Ltd	Equity	3
Amrutanjan Health Care Ltd	Equity	3
Johnson Controls - Hitachi Air Conditioning India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	19
Industrials	18
Healthcare	17
Technology	14
Financial Services	12

Fund Manager

S Krishnakumar

14+ years of experience

Ratish Varier

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.

Phone

1860 425 7237

Address

Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m