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Partner With Us NRI

Jan 24, 2022


Category

Equity

AUM (Cr.)

198.38

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.35

Sharpe Ratio

30.91

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Jun 11, 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 IV (IDCW) 0.94 11.2 60.92 24.79 0 17.31
Benchmark - S&P BSE 250 Small Cap Index 8.67 13.28 56.11 23.51 0 0
Category Average - BEST EQUITY PERFORMERS 2.33 6.33 79.76 37.29 21.92 11.74
Category Average - BEST EQUITY PERFORMERS -0.35 9.01 53.93 23.3 13.23 17.06
Category Average - BEST EQUITY PERFORMERS -0.13 10.11 58.88 33.5 21.04 17.83
Category Average - BEST EQUITY PERFORMERS -2.03 8.78 54.63 22.89 14.37 13.76
Category Average - BEST EQUITY PERFORMERS 0.65 8.34 46.74 20.13 13.96 14.66
Category Average - BEST EQUITY PERFORMERS -0.54 1.86 43.01 17.91 12.06 12.08
Category Average - BEST EQUITY PERFORMERS 0.74 9.64 52.37 28.3 15.99 17.82
Category Average - BEST EQUITY PERFORMERS -0.12 6.09 53.28 30.06 17.7 11.94
Category Average - BEST EQUITY PERFORMERS 0.74 10.65 65.49 29.97 22.03 20.67
Category Average - BEST EQUITY PERFORMERS 0.63 10.38 52.18 32.09 22.38 24.72
Category Average - BEST EQUITY PERFORMERS 0.66 8.51 41.52 28.14 22.38 20.72
Category Average - BEST EQUITY PERFORMERS 1.04 15.16 68.02 23.87 19.55 21.71
Category Average - BEST EQUITY PERFORMERS 1.22 6.58 53.12 30 18.1 14.92
Category Average - BEST EQUITY PERFORMERS -0.89 5.18 54.72 20.73 19.59 15.54
Category Average - BEST EQUITY PERFORMERS 1.72 11.85 65.83 24.23 0 11.07
Category Average - BEST EQUITY PERFORMERS 0.55 11.07 64.18 22.42 0 9.96
Category Average - BEST EQUITY PERFORMERS 0.87 15.12 57.96 23.71 0 12.75
Category Average - BEST EQUITY PERFORMERS 0.8 10.52 66.79 24.11 0 10.07
Category Average - BEST EQUITY PERFORMERS 1.22 10.54 68.94 24.04 0 9.11
Category Average - BEST EQUITY PERFORMERS 1.52 12.62 62.5 24.32 0 11.92
Category Average - BEST EQUITY PERFORMERS 1.14 11.7 59.37 23.84 0 12.34
Category Average - BEST EQUITY PERFORMERS 0.92 11.76 62.47 25.19 0 16.12
Category Average - BEST EQUITY PERFORMERS 0.94 11.2 61 24.81 0 17.33
Category Average - BEST EQUITY PERFORMERS 1.01 11.07 62.08 24.21 0 18.81
Category Average - BEST EQUITY PERFORMERS 0.94 10.57 60.3 26.32 0 23.47
Category Average - BEST EQUITY PERFORMERS 1.1 8.88 47.72 25.37 0 23.16
Category Average - BEST EQUITY PERFORMERS -0.33 4.89 52.65 28.06 0 25.78
Category Average - BEST EQUITY PERFORMERS -0.6 7.04 62.33 28.29 0 26.69
Category Average - BEST EQUITY PERFORMERS -0.04 10.02 61.12 38.42 0 36.69
Category Average - BEST EQUITY PERFORMERS 1.55 13.61 65.13 0 0 32.46
Category Average - BEST EQUITY PERFORMERS -1.29 9.07 55.95 0 0 34.33
Category Average - BEST EQUITY PERFORMERS -3.1 -9.65 21.57 0 0 20.37
Category Average - BEST EQUITY PERFORMERS -0.69 0.61 40.69 0 0 49.54
Category Average - BEST EQUITY PERFORMERS -0.12 11.28 49.79 0 0 46.94
Category Average - BEST EQUITY PERFORMERS 1.09 0 0 0 0 11.4
Category Rank - BEST EQUITY PERFORMERS 31 166 1 4 11 234
Category Rank - BEST EQUITY PERFORMERS 42 28 6 46 235 244
Category Rank - BEST EQUITY PERFORMERS 48 9 8 258 278 17
Category Rank - BEST EQUITY PERFORMERS 49 17 10 44 231 229
Category Rank - BEST EQUITY PERFORMERS 66 159 30 14 26 161
Category Rank - BEST EQUITY PERFORMERS 67 51 3 50 200 267
Category Rank - BEST EQUITY PERFORMERS 72 33 18 53 230 222
Category Rank - BEST EQUITY PERFORMERS 76 86 44 34 300 42
Category Rank - BEST EQUITY PERFORMERS 77 311 315 311 233 241
Category Rank - BEST EQUITY PERFORMERS 82 6 4 52 18 47
Category Rank - BEST EQUITY PERFORMERS 83 42 13 47 253 80
Category Rank - BEST EQUITY PERFORMERS 89 50 16 29 299 41
Category Rank - BEST EQUITY PERFORMERS 90 40 15 42 259 105
Category Rank - BEST EQUITY PERFORMERS 91 30 11 37 241 136
Category Rank - BEST EQUITY PERFORMERS 93 7 21 55 227 211
Category Rank - BEST EQUITY PERFORMERS 99 52 5 49 239 256
Category Rank - BEST EQUITY PERFORMERS 103 46 7 15 10 59
Category Rank - BEST EQUITY PERFORMERS 104 73 32 21 61 98
Category Rank - BEST EQUITY PERFORMERS 108 97 67 24 8 58
Category Rank - BEST EQUITY PERFORMERS 109 101 48 95 117 171
Category Rank - BEST EQUITY PERFORMERS 110 54 34 12 9 35
Category Rank - BEST EQUITY PERFORMERS 118 43 9 66 240 257
Category Rank - BEST EQUITY PERFORMERS 163 63 14 2 271 10
Category Rank - BEST EQUITY PERFORMERS 177 171 29 13 33 228
Category Rank - BEST EQUITY PERFORMERS 178 39 38 286 316 4
Category Rank - BEST EQUITY PERFORMERS 179 61 19 8 14 97
Category Rank - BEST EQUITY PERFORMERS 197 210 31 25 291 30
Category Rank - BEST EQUITY PERFORMERS 200 85 28 59 142 109
Category Rank - BEST EQUITY PERFORMERS 214 259 60 150 164 225
Category Rank - BEST EQUITY PERFORMERS 218 136 12 22 286 25
Category Rank - BEST EQUITY PERFORMERS 222 270 73 285 315 3
Category Rank - BEST EQUITY PERFORMERS 229 203 25 84 17 151
Category Rank - BEST EQUITY PERFORMERS 251 83 23 255 275 14
Category Rank - BEST EQUITY PERFORMERS 268 89 26 61 105 190
Category Rank 292/63 298/63 206/63 282/63 312/63 63/63
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) 16.4845 -1.95 65.83 24.23 0.00 219.11 1.34 5,000.00 invest
Sundaram Select Micro Cap - Sr.XIV (G) 16.4845 -1.95 65.83 24.23 0.00 219.11 1.34 5,000.00 invest
ICICI Pru Smallcap Fund - Inst (G) 18.6500 -2.15 0.00 0.00 0.00 3,449.73 2.25 10,000,000.00 invest
Sundaram Small Cap Fund (IDCW) 25.0973 -83.31 53.93 23.30 13.23 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 6.86 3.46 5.72
Equity-Navin Fluo.Intl. Dec 31, 2021 6.07 3.06 11.96
Equity-Grindwell Norton Dec 31, 2021 6.01 3.03 3.99
Equity-CG Power & Indu. Dec 31, 2021 5.92 2.99 30.44
Equity-Greenpanel Inds. Dec 31, 2021 5.34 2.69 10.72
Equity-KPIT Technologi. Dec 31, 2021 5.06 2.55 8.85
Equity-Persistent Sys Dec 31, 2021 4.98 2.51 18.50
Reverse Repo-TREPS Dec 31, 2021 4.93 2.49 3.03
Equity-Century Plyboard Dec 31, 2021 4.89 2.47 1.88
Equity-Ador Welding Dec 31, 2021 4.61 2.32 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 IV (IDCW)
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