Apr 15, 2024
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) | 7.1 | 15.22 | 50.77 | 28.11 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | 7.31 | 15.66 | 49.38 | 28.73 |
| Category Rank | 1/2 | 10/2 | 2/2 | 1/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HDFC Small Cap Fund (IDCW) | 43.6010 | -0.78 | 50.57 | 31.85 | 22.43 | 27,574.12 | 1.60 | 100.00 | invest |
| HDFC Small Cap Fund (G) | 122.3380 | -0.78 | 50.58 | 31.85 | 22.43 | 27,574.12 | 1.60 | 100.00 | invest |
| Quantum Small Cap Fund - Regular (G) | 10.7200 | -0.83 | 0.00 | 0.00 | 0.00 | 42.02 | 2.10 | 500.00 | invest |
| Franklin India Smaller Companies Fund (IDCW) | 47.3451 | -0.87 | 56.54 | 32.52 | 22.87 | 11,539.64 | 0.00 | 5,000.00 | invest |
| Quant Small Cap Fund - (G) | 242.1028 | -1.41 | 68.97 | 40.07 | 36.06 | 17,348.96 | 1.67 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-KSB | Mar 31, 2024 | 87.67 | 2.96 | -3.33 |
|
| Equity-Can Fin Homes | Mar 31, 2024 | 84.49 | 2.86 | -1.29 |
|
| Reverse Repo-TREPS | Mar 31, 2024 | 80.53 | 2.72 | -44.25 |
|
| Equity-Chola Financial | Mar 31, 2024 | 78.03 | 2.64 | -5.58 |
|
| Equity-Ujjivan Fin.Ser. | Mar 31, 2024 | 71.95 | 2.43 | 3.58 |
|
| Equity-Radico Khaitan | Mar 31, 2024 | 70.94 | 2.40 | 3.84 |
|
| Equity-Power Fin.Corpn. | Mar 31, 2024 | 68.49 | 2.32 | -11.96 |
|
| Equity-KEI Industries | Mar 31, 2024 | 67.40 | 2.28 | -21.41 |
|
| Equity-Safari Inds. | Mar 31, 2024 | 66.93 | 2.26 | -6.08 |
|
| Equity-Multi Comm. Exc. | Mar 31, 2024 | 66.71 | 2.26 | -26.18 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 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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