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.)
₹ 1013.47
Expense Ratio
1.8%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Small-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 1013.47 |
| Expense Ratio | 1.8% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 30800 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Rane Holdings Ltd.
Equity
4.00
Navin Fluorine International Ltd.
Equity
3.76
NRB Bearings Ltd.
Equity
3.70
V-Guard Industries Ltd.
Equity
3.49
JK Cement Ltd
Equity
3.37
Ashoka Buildcon Ltd.
Equity
3.20
Heritage Foods Ltd.
Equity
3.12
Thyrocare Technologies Ltd.
Equity
2.94
Take Solutions Ltd.
Equity
2.79
Himatsingka Seide Ltd.
Equity
2.75
Sector Allocation(%)
Sector
Percent
Financial
8.15
Automobile
7.57
Construction
26.44
Engineering
15.12
Services
10.72
Sundaram Mutual Fund
AUM
₹30,800 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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
distributorservices@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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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