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 Type
Open-ended
Scheme Category
Small-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 1189.79
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Tube Investments of India Ltd Ordinary Shares
Equity
4
Praj Industries Ltd
Equity
4
Navin Fluorine International Ltd
Equity
4
NRB Bearings Ltd
Equity
4
DCB Bank Ltd
Equity
3
JK Cement Ltd
Equity
3
HeidelbergCement India Ltd
Equity
3
Kalpataru Power Transmission Ltd
Equity
3
INOX Leisure Ltd
Equity
3
Heritage Foods Ltd
Equity
3
Asset Allocation(%)
Equity
98
Mutual Fund - Open End
1
Cash - Collateral
0
Cash
0
Sector Allocation(%)
Sector
Percent
Building Materials
14
Engineering & Construction
10
Auto Parts
9
Diversified Industrials
7
Metal Fabrication
6
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
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 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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