May 27, 2022
To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. however, there can be no assurance that the investment objective of the Scheme will be realized.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Select Micro Cap - Sr.XVI (G) | -6.14 | -2.82 | 24.98 | 20.58 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | -8.5 | -6.94 | 13.75 | 20.83 |
| Category Rank | 10/1 | 6/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HDFC Small Cap Fund (G) | 66.1110 | 1.70 | 7.93 | 14.39 | 12.95 | 12,955.51 | 1.80 | 5,000.00 | invest |
| Nippon India Small Cap Fund (G) | 77.9127 | 1.66 | 15.69 | 23.63 | 16.31 | 19,768.28 | 1.84 | 5,000.00 | invest |
| Nippon India Small Cap Fund (B) | 77.9127 | 1.66 | 15.69 | 23.63 | 16.31 | 19,768.28 | 1.84 | 5,000.00 | invest |
| Sundaram Small Cap Fund (G) | 129.9753 | 1.36 | 6.45 | 15.01 | 7.03 | 1,999.96 | 2.13 | 100.00 | invest |
| Sundaram Small Cap Fund (IDCW) | 22.1694 | -82.38 | 6.40 | 14.91 | 6.67 | 1,999.96 | 2.13 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Apr 30, 2022 | 55.41 | 38.48 | 235.30 |
|
| Reverse Repo-Reverse Repo | Apr 30, 2022 | 3.64 | 2.53 | -37.72 |
|
| Equity-KEI Industries | Apr 30, 2022 | 3.39 | 2.35 | -30.70 |
|
| Equity-KPIT Technologi. | Apr 30, 2022 | 3.27 | 2.27 | -7.85 |
|
| Equity-Affle India | Apr 30, 2022 | 3.12 | 2.17 | -3.04 |
|
| Equity-Equitas Holdings | Apr 30, 2022 | 3.06 | 2.12 | 4.79 |
|
| Equity-Sapphire Foods | Apr 30, 2022 | 2.80 | 1.94 | -10.44 |
|
| Equity-Century Plyboard | Apr 30, 2022 | 2.75 | 1.91 | -34.98 |
|
| Equity-G R Infraproject | Apr 30, 2022 | 2.37 | 1.64 | 2.03 |
|
| Equity-Home First Finan | Apr 30, 2022 | 2.25 | 1.56 | -8.72 |
|
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...
Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...
Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...
Sundaram Mutual Fund has decided to change the benchmark index for the foll...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Select Micro Cap - Sr.XVI (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 |
| : | dhirent@sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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