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Partner With Us NRI

Jan 14, 2022


Category

Equity

AUM (Cr.)

119.68

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.36

Sharpe Ratio

31.11

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.

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) 3.55 18.88 75.59 25.14 0 10.71
Benchmark - S&P BSE Small-Cap 17.03 5.74 19.36 -1.34 6.46 0
Category Average - BEST EQUITY PERFORMERS 6.22 17.01 90.03 39.76 23.96 12.12
Category Average - BEST EQUITY PERFORMERS 4.14 18.23 60.98 25.21 15.31 17.59
Category Average - BEST EQUITY PERFORMERS 3.26 19.2 67.86 35.88 22.97 18.29
Category Average - BEST EQUITY PERFORMERS 4.63 22.04 65.75 25.75 17.02 14.39
Category Average - BEST EQUITY PERFORMERS 4.46 17.26 53.27 22.53 15.83 15.17
Category Average - BEST EQUITY PERFORMERS 4.07 9.5 51.02 19.47 13.93 12.63
Category Average - BEST EQUITY PERFORMERS 5.93 18.73 61.67 31.07 18.11 18.48
Category Average - BEST EQUITY PERFORMERS 2.87 14.05 61.5 32.37 19.47 12.49
Category Average - BEST EQUITY PERFORMERS 7.33 22.06 76.3 32.9 24.48 21.63
Category Average - BEST EQUITY PERFORMERS 3.88 16.61 55.85 33.91 24.08 25.59
Category Average - BEST EQUITY PERFORMERS 4.16 14.88 48.29 30.25 24.64 21.41
Category Average - BEST EQUITY PERFORMERS 8.78 25.26 78.65 26.58 21.93 23.08
Category Average - BEST EQUITY PERFORMERS 5.48 15.59 62.76 31.82 19.95 15.99
Category Average - BEST EQUITY PERFORMERS 4.99 15.27 63.68 22.96 21.39 16.16
Category Average - BEST EQUITY PERFORMERS 1.4 15.63 66.61 24.09 0 11.78
Category Average - BEST EQUITY PERFORMERS 1.4 16.75 67.13 22.91 0 11.02
Category Average - BEST EQUITY PERFORMERS 5.74 22.61 67.12 25.81 0 14.55
Category Average - BEST EQUITY PERFORMERS 3.29 19.1 73.5 25.33 0 11.66
Category Average - BEST EQUITY PERFORMERS 3.55 18.88 75.59 25.14 0 10.71
Category Average - BEST EQUITY PERFORMERS 4.36 21.11 69.41 25.77 0 13.74
Category Average - BEST EQUITY PERFORMERS 3.91 18.9 66.15 25.27 0 14.24
Category Average - BEST EQUITY PERFORMERS 3.88 19.01 69.41 26.75 0 18.18
Category Average - BEST EQUITY PERFORMERS 3.95 18.49 68.08 26.49 0 19.5
Category Average - BEST EQUITY PERFORMERS 4.09 18.25 68.97 25.91 0 21.14
Category Average - BEST EQUITY PERFORMERS 3.95 18.14 67.65 28.48 0 25.98
Category Average - BEST EQUITY PERFORMERS 3.65 15.58 54.19 27.71 0 25.61
Category Average - BEST EQUITY PERFORMERS 4.9 16.06 63.24 30.54 0 29.07
Category Average - BEST EQUITY PERFORMERS 3.76 16.48 71.4 30.5 0 29.65
Category Average - BEST EQUITY PERFORMERS 5.45 20.47 71.16 41.43 0 40.48
Category Average - BEST EQUITY PERFORMERS 5.15 23.3 73.39 0 0 35.99
Category Average - BEST EQUITY PERFORMERS 4.01 18.67 63.89 0 0 37.89
Category Average - BEST EQUITY PERFORMERS 0.02 -3.35 27.93 0 0 25.17
Category Average - BEST EQUITY PERFORMERS 5.15 11.87 51.35 0 0 57.1
Category Average - BEST EQUITY PERFORMERS 4.75 19.53 59.27 0 0 58.32
Category Average - BEST EQUITY PERFORMERS 6.46 0 0 0 0 20.3
Category Rank - BEST EQUITY PERFORMERS 1 7 3 43 17 57
Category Rank - BEST EQUITY PERFORMERS 4 13 4 14 9 64
Category Rank - BEST EQUITY PERFORMERS 9 312 313 312 246 75
Category Rank - BEST EQUITY PERFORMERS 14 87 1 5 11 246
Category Rank - BEST EQUITY PERFORMERS 19 55 30 21 57 105
Category Rank - BEST EQUITY PERFORMERS 24 11 18 52 243 193
Category Rank - BEST EQUITY PERFORMERS 31 123 28 18 29 162
Category Rank - BEST EQUITY PERFORMERS 34 28 9 4 270 14
Category Rank - BEST EQUITY PERFORMERS 56 224 56 286 317 4
Category Rank - BEST EQUITY PERFORMERS 57 10 7 257 275 19
Category Rank - BEST EQUITY PERFORMERS 76 133 25 83 18 158
Category Rank - BEST EQUITY PERFORMERS 82 109 27 23 291 35
Category Rank - BEST EQUITY PERFORMERS 98 39 35 285 316 3
Category Rank - BEST EQUITY PERFORMERS 107 14 22 56 79 195
Category Rank - BEST EQUITY PERFORMERS 126 81 52 94 112 174
Category Rank - BEST EQUITY PERFORMERS 137 25 10 54 227 216
Category Rank - BEST EQUITY PERFORMERS 155 143 64 25 8 68
Category Rank - BEST EQUITY PERFORMERS 156 68 32 62 132 124
Category Rank - BEST EQUITY PERFORMERS 160 67 13 50 244 70
Category Rank - BEST EQUITY PERFORMERS 163 246 57 168 159 233
Category Rank - BEST EQUITY PERFORMERS 171 58 24 254 272 16
Category Rank - BEST EQUITY PERFORMERS 180 61 14 46 251 90
Category Rank - BEST EQUITY PERFORMERS 181 69 16 32 299 44
Category Rank - BEST EQUITY PERFORMERS 186 49 21 60 223 201
Category Rank - BEST EQUITY PERFORMERS 190 48 11 42 258 115
Category Rank - BEST EQUITY PERFORMERS 191 98 41 13 10 46
Category Rank - BEST EQUITY PERFORMERS 199 103 8 24 288 32
Category Rank - BEST EQUITY PERFORMERS 211 124 46 35 300 45
Category Rank - BEST EQUITY PERFORMERS 219 50 5 63 198 264
Category Rank - BEST EQUITY PERFORMERS 234 47 6 58 232 253
Category Rank - BEST EQUITY PERFORMERS 237 44 15 10 14 111
Category Rank - BEST EQUITY PERFORMERS 261 172 31 16 34 238
Category Rank - BEST EQUITY PERFORMERS 295 122 19 70 231 251
Category Rank - BEST EQUITY PERFORMERS 296 93 17 84 234 257
Category Rank 311/49 299/49 203/49 277/49 303/49 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
PGIM India Small Cap Fund (G) 12.0300 0.84 0.00 0.00 0.00 1,492.71 2.18 5,000.00 invest
PGIM India Small Cap Fund (IDCW) 12.0300 0.84 0.00 0.00 0.00 1,492.71 2.18 5,000.00 invest
ICICI Pru Smallcap Fund (G) 53.4900 0.79 61.50 32.37 19.47 3,449.73 2.15 5,000.00 invest
Sundaram Small Cap Fund (IDCW) 26.9792 -82.59 60.98 25.21 15.31 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-Grindwell Norton Dec 31, 2021 3.97 3.31 1.31
Equity-KEI Industries Dec 31, 2021 3.74 3.13 5.71
Equity-CG Power & Indu. Dec 31, 2021 3.66 3.06 30.44
Equity-Navin Fluo.Intl. Dec 31, 2021 3.65 3.05 11.96
Reverse Repo-TREPS Dec 31, 2021 3.49 2.92 13.57
Equity-Greenpanel Inds. Dec 31, 2021 3.20 2.68 10.72
Equity-KPIT Technologi. Dec 31, 2021 3.05 2.55 8.14
Equity-Persistent Sys Dec 31, 2021 2.81 2.35 18.50
Equity-Century Plyboard Dec 31, 2021 2.78 2.33 2.03
Equity-Equitas Holdings Dec 31, 2021 2.55 2.13 -8.58

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 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