Jun 06, 2023
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Small Cap Fund (IDCW) | 6.51 | 7.46 | 23.97 | 38.6 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | 5.97 | 5.31 | 21.14 | 39.85 |
| Category Rank | 1/1 | 1/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Bank of India Small Cap Fund (G) | 29.0300 | 0.76 | 21.82 | 41.35 | 0.00 | 459.65 | 2.40 | 5,000.00 | invest |
| Invesco India Smallcap Fund - Regular (G) | 23.8900 | 0.76 | 23.85 | 35.51 | 0.00 | 1,499.55 | 0.00 | 1,000.00 | invest |
| Invesco India Smallcap Fund - Regular (IDCW) | 23.8900 | 0.76 | 23.85 | 35.51 | 0.00 | 1,499.55 | 0.00 | 1,000.00 | invest |
| Tata Small Cap Fund - Regular (IDCW) RI | 26.2200 | 0.75 | 29.03 | 41.79 | 0.00 | 3,841.13 | 0.00 | 5,000.00 | invest |
| Franklin India Smaller Companies Fund (IDCW) | 36.3385 | -66.41 | 31.26 | 41.00 | 13.36 | 7,592.61 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-Reverse Repo | Apr 30, 2023 | 144.77 | 7.00 | 1,123.54 |
|
| Equity-KSB | Apr 30, 2023 | 77.17 | 3.73 | 4.39 |
|
| Equity-Can Fin Homes | Apr 30, 2023 | 67.04 | 3.24 | 16.53 |
|
| Equity-Westlife Food | Apr 30, 2023 | 63.00 | 3.05 | 11.84 |
|
| Equity-KEI Industries | Apr 30, 2023 | 61.97 | 3.00 | 11.56 |
|
| Equity-KPIT Technologi. | Apr 30, 2023 | 58.96 | 2.85 | -0.90 |
|
| Equity-Radico Khaitan | Apr 30, 2023 | 53.54 | 2.59 | -5.64 |
|
| Equity-Safari Inds. | Apr 30, 2023 | 49.33 | 2.39 | 19.29 |
|
| Equity-St Bk of India | Apr 30, 2023 | 46.44 | 2.25 | 10.42 |
|
| Equity-Ashok Leyland | Apr 30, 2023 | 45.97 | 2.22 | -3.99 |
|
Sundaram Mutual Fund has announced 17 May 2023 as the record date for the d...
Sundaram Mutual Fund has announced 17 April 2023 as the record date for the...
Sundaram Mutual Fund has announced 24 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 14 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 10 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 08 March 2023 as the record date for the...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Small Cap Fund (IDCW) |
| Contact Persone | : | Ravi Gopalakrishnan |
| 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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