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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.)	₹ 906
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	-4.0%
HDFC Small Cap Fund - Direct Plan	1000	1000	1.35%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	-6.45%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	-2.73%
HDFC Small Cap Fund - Direct Plan	1000	1000	1.35%
HDFC Small Cap Fund - Direct Plan	1000	1000	1.35%
ICICI Prudential Smallcap Fund - Direct Plan	1000	1000	0.94%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	-4.0%

Top 10 Holdings

Company	Holding Type	Asset(%)
JK Cement Ltd	Equity	5
Tube Investments of India Ltd Ordinary Shares	Equity	5
Navin Fluorine International Ltd	Equity	5
Timken India Ltd	Equity	4
HeidelbergCement India Ltd	Equity	4
Johnson Controls - Hitachi Air Conditioning India Ltd	Equity	4
India Cements Ltd	Equity	3
Amrutanjan Health Care Ltd	Equity	3
INOX Leisure Ltd	Equity	3
V-Guard Industries Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Collateral	1
Cash	1
Cash - Repurchase Agreement	1
Equity - Warrants Rights (Call)	0

Sector Allocation(%)

Sector	Percent
Industrials	25
Consumer Cyclical	22
Basic Materials	20
Healthcare	11
Technology	8

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