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Partner With Us NRI

Aug 16, 2022


Category

Equity

AUM (Cr.)

114.80

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.36

Sharpe Ratio

3.84

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Oct 23, 2017

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 micro-caps. however, there can be no assurance that the investment objective of the Scheme will be realized.

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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 Select Micro Cap - Sr.XVII (G) 4.01 0.88 8.73 30.09 0 7.69
Benchmark - S&P BSE Small-Cap 17.03 5.74 19.36 -1.34 6.46 0
Category Average - BEST EQUITY PERFORMERS 8.1 3.8 11.48 31.66 14.31 17.98
Category Rank 10/1 3/1 2/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
IDFC Emerging Businesses Fund (G) 21.1430 1.08 -2.97 0.00 0.00 1,406.79 2.21 5,000.00 invest
PGIM India Small Cap Fund (IDCW) 10.8100 1.03 8.97 0.00 0.00 1,923.96 2.12 5,000.00 invest
PGIM India Small Cap Fund (G) 10.8100 1.03 8.97 0.00 0.00 1,923.96 2.12 5,000.00 invest
Invesco India Smallcap Fund - Regular (IDCW) 20.9300 0.96 6.30 30.21 0.00 1,286.66 0.00 1,000.00 invest
Sundaram Small Cap Fund (IDCW) 24.9837 -82.49 7.87 27.59 8.85 1,953.04 2.11 100.00 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
Reverse Repo-TREPS Jul 31, 2022 69.20 60.28 214.62
Net CA & Others-Net CA & Others Jul 31, 2022 9.65 8.40 60.54
Equity-Grindwell Norton Jul 31, 2022 2.30 2.00 -11.33
Equity-Greenpanel Inds. Jul 31, 2022 2.27 1.98 -23.55
Equity-Crompton Gr. Con Jul 31, 2022 2.09 1.82 15.95
Equity-Equitas Holdings Jul 31, 2022 1.87 1.63 -1.20
Equity-Health.Global Jul 31, 2022 1.86 1.62 -8.06
Equity-Brigade Enterpr. Jul 31, 2022 1.61 1.40 -7.65
Equity-Quess Corp Jul 31, 2022 1.51 1.31 -3.82
Equity-Can Fin Homes Jul 31, 2022 1.47 1.28 -0.41

latest news

Sundaram Aggressive Hybrid Fund Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 17 August 2022 as the record date for de...

Aug 17, 2022 10:20

Sundaram Mutual Fund Announces change in TIER II benchmark index under three schemes

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

Aug 13, 2022 14:32

Sundaram Rural and Consumption Fund Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Aug 12, 2022 12:35

Sundaram Mutual Fund Announces change in fund managers under its schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

May 19, 2022 10:55

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

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Select Micro Cap - Sr.XVII (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