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Partner With Us NRI

Jan 18, 2022


Category

Equity

AUM (Cr.)

291.42

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.38

Sharpe Ratio

31.15

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Mar 12, 2018

Risk Level

Very High

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. However, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Emerging Small Cap Series I (G) 8.55 21.31 71.92 25.99 0 14.02
Benchmark - S&P BSE Small-Cap 17.03 5.74 19.36 -1.34 6.46 0
Category Average - BEST EQUITY PERFORMERS 12 17.23 90.45 40.04 24.13 12.15
Category Average - BEST EQUITY PERFORMERS 7.96 16.82 63.26 25.39 15.41 17.63
Category Average - BEST EQUITY PERFORMERS 5.44 18.72 69.1 35.65 22.98 18.31
Category Average - BEST EQUITY PERFORMERS 7.94 21.28 67.8 25.71 16.83 14.42
Category Average - BEST EQUITY PERFORMERS 8.83 16.12 56.48 22.27 15.88 15.22
Category Average - BEST EQUITY PERFORMERS 6.62 8.38 52.77 19.47 13.9 12.66
Category Average - BEST EQUITY PERFORMERS 8.7 18.52 63.66 30.85 18.06 18.49
Category Average - BEST EQUITY PERFORMERS 6.64 12.92 64.14 32.15 19.64 12.53
Category Average - BEST EQUITY PERFORMERS 10.96 21.47 79.12 32.98 24.46 21.69
Category Average - BEST EQUITY PERFORMERS 6.86 16.99 59.13 33.84 24.18 25.69
Category Average - BEST EQUITY PERFORMERS 6.44 15.52 49.78 30.37 24.48 21.42
Category Average - BEST EQUITY PERFORMERS 11.29 25 81.83 26.67 21.97 23.16
Category Average - BEST EQUITY PERFORMERS 9.51 14.77 65.92 32.3 20.1 16.13
Category Average - BEST EQUITY PERFORMERS 6.66 13.54 65.76 22.92 21.35 16.18
Category Average - BEST EQUITY PERFORMERS 4.51 14.63 67.81 24.04 0 11.86
Category Average - BEST EQUITY PERFORMERS 5.23 16.06 69.06 22.92 0 11.19
Category Average - BEST EQUITY PERFORMERS 8.5 22.89 68.44 25.83 0 14.56
Category Average - BEST EQUITY PERFORMERS 7.64 18.64 75.76 25.49 0 11.88
Category Average - BEST EQUITY PERFORMERS 8.13 18.54 77.99 25.28 0 10.95
Category Average - BEST EQUITY PERFORMERS 8.55 21.31 71.92 25.99 0 14.02
Category Average - BEST EQUITY PERFORMERS 8.07 19.11 68.53 25.52 0 14.53
Category Average - BEST EQUITY PERFORMERS 7.95 19.12 71.67 26.97 0 18.47
Category Average - BEST EQUITY PERFORMERS 7.93 18.62 70.27 26.77 0 19.78
Category Average - BEST EQUITY PERFORMERS 7.94 18.34 71.2 26.18 0 21.42
Category Average - BEST EQUITY PERFORMERS 7.72 17.96 69.61 28.79 0 26.25
Category Average - BEST EQUITY PERFORMERS 7.03 15.46 56.31 27.92 0 25.79
Category Average - BEST EQUITY PERFORMERS 7.78 14.45 64.47 30.7 0 29.05
Category Average - BEST EQUITY PERFORMERS 6.99 16.12 74.28 30.59 0 29.76
Category Average - BEST EQUITY PERFORMERS 8.65 18.5 72.83 41.31 0 40.47
Category Average - BEST EQUITY PERFORMERS 8.8 21.72 75.71 0 0 36.06
Category Average - BEST EQUITY PERFORMERS 6.37 17.84 66.18 0 0 38.01
Category Average - BEST EQUITY PERFORMERS 3.48 -3.6 29.35 0 0 25.36
Category Average - BEST EQUITY PERFORMERS 8.59 10.26 53.57 0 0 57.46
Category Average - BEST EQUITY PERFORMERS 7.9 18.98 61.45 0 0 58.7
Category Average - BEST EQUITY PERFORMERS 10.78 0 0 0 0 21.3
Category Rank - BEST EQUITY PERFORMERS 1 77 1 5 11 246
Category Rank - BEST EQUITY PERFORMERS 3 8 2 44 17 56
Category Rank - BEST EQUITY PERFORMERS 4 13 4 14 9 65
Category Rank - BEST EQUITY PERFORMERS 5 310 305 249 243 70
Category Rank - BEST EQUITY PERFORMERS 13 135 25 15 28 161
Category Rank - BEST EQUITY PERFORMERS 23 98 47 95 111 174
Category Rank - BEST EQUITY PERFORMERS 24 11 7 270 274 19
Category Rank - BEST EQUITY PERFORMERS 29 53 33 21 57 107
Category Rank - BEST EQUITY PERFORMERS 31 54 9 3 269 14
Category Rank - BEST EQUITY PERFORMERS 34 239 56 298 317 4
Category Rank - BEST EQUITY PERFORMERS 35 16 10 51 225 208
Category Rank - BEST EQUITY PERFORMERS 39 10 19 53 241 193
Category Rank - BEST EQUITY PERFORMERS 62 52 5 61 197 263
Category Rank - BEST EQUITY PERFORMERS 66 38 18 56 242 194
Category Rank - BEST EQUITY PERFORMERS 72 88 34 60 128 123
Category Rank - BEST EQUITY PERFORMERS 73 37 11 42 254 109
Category Rank - BEST EQUITY PERFORMERS 75 57 12 49 313 68
Category Rank - BEST EQUITY PERFORMERS 76 17 21 55 82 196
Category Rank - BEST EQUITY PERFORMERS 78 50 14 43 249 88
Category Rank - BEST EQUITY PERFORMERS 80 41 36 297 316 3
Category Rank - BEST EQUITY PERFORMERS 87 146 28 22 292 37
Category Rank - BEST EQUITY PERFORMERS 89 64 15 29 297 42
Category Rank - BEST EQUITY PERFORMERS 97 49 6 57 229 250
Category Rank - BEST EQUITY PERFORMERS 156 117 48 35 299 45
Category Rank - BEST EQUITY PERFORMERS 159 99 8 23 288 33
Category Rank - BEST EQUITY PERFORMERS 175 84 39 12 10 46
Category Rank - BEST EQUITY PERFORMERS 190 179 26 83 19 159
Category Rank - BEST EQUITY PERFORMERS 198 198 29 17 32 238
Category Rank - BEST EQUITY PERFORMERS 201 254 59 162 160 234
Category Rank - BEST EQUITY PERFORMERS 219 114 67 25 8 67
Category Rank - BEST EQUITY PERFORMERS 225 65 24 267 271 16
Category Rank - BEST EQUITY PERFORMERS 273 47 16 10 14 112
Category Rank - BEST EQUITY PERFORMERS 282 102 17 82 232 257
Category Rank - BEST EQUITY PERFORMERS 291 140 20 69 230 251
Category Rank 302/49 298/49 204/49 290/49 302/49 49/49
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Small Cap Fund - Inst (G) 165.7589 0.86 61.98 25.07 16.95 2,146.17 1.48 10,000,000.00 invest
Sundaram Select Micro Cap - Sr.XIV (IDCW) 16.9112 -0.57 67.81 24.04 0.00 219.11 1.34 5,000.00 invest
Sundaram Select Micro Cap - Sr.XIV (G) 16.9112 -0.57 67.81 24.04 0.00 219.11 1.34 5,000.00 invest
Sundaram Select Micro Cap - Sr.XV (G) 16.2480 -0.88 69.06 22.92 0.00 211.24 1.34 5,000.00 invest
Sundaram Small Cap Fund (IDCW) 26.7433 -82.89 63.26 25.39 15.41 2,146.17 2.26 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-KEI Industries Dec 31, 2021 8.98 3.08 5.71
Equity-Navin Fluo.Intl. Dec 31, 2021 8.78 3.01 11.96
Equity-CG Power & Indu. Dec 31, 2021 8.68 2.98 30.44
Equity-Grindwell Norton Dec 31, 2021 8.67 2.97 14.04
Equity-Greenpanel Inds. Dec 31, 2021 7.74 2.66 10.70
Equity-KPIT Technologi. Dec 31, 2021 7.43 2.55 9.10
Equity-Persistent Sys Dec 31, 2021 7.16 2.46 18.50
Reverse Repo-TREPS Dec 31, 2021 6.73 2.31 6.76
Equity-Century Plyboard Dec 31, 2021 6.41 2.20 2.19
Equity-Ador Welding Dec 31, 2021 6.36 2.18 4.73

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Emerging Small Cap Series I (G)
Contact Persone : Rohit Seksaria
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com