Dec 12, 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) | 5.18 | 11.76 | 28.52 | 21.55 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | 6.05 | 12.65 | 33.86 | 23.21 |
| Category Rank | 1/1 | 1/1 | 2/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Smallcap Fund - Regular (IDCW) | 38.3600 | -0.42 | 44.17 | 26.91 | 33.22 | 5,842.20 | 0.00 | 1,000.00 | invest |
| Invesco India Smallcap Fund - Regular (G) | 43.9700 | -0.43 | 44.21 | 26.91 | 33.22 | 5,842.20 | 0.00 | 1,000.00 | invest |
| TRUSTMF Small Cap Fund - Regular (IDCW) | 10.6800 | -0.56 | 0.00 | 0.00 | 0.00 | 405.18 | 2.31 | 1,000.00 | invest |
| TRUSTMF Small Cap Fund - Regular (G) | 10.6800 | -0.56 | 0.00 | 0.00 | 0.00 | 405.18 | 2.31 | 1,000.00 | invest |
| Bank of India Small Cap Fund (G) | 51.1100 | -1.26 | 37.02 | 24.07 | 38.25 | 1,613.36 | 2.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Nov 30, 2024 | 173.10 | 5.06 | 17.63 |
|
| Equity-Safari Inds. | Nov 30, 2024 | 100.26 | 2.93 | 17.12 |
|
| Equity-Multi Comm. Exc. | Nov 30, 2024 | 92.79 | 2.71 | -21.94 |
|
| Equity-Aster DM Health. | Nov 30, 2024 | 84.53 | 2.47 | 12.45 |
|
| Equity-Affle India | Nov 30, 2024 | 79.46 | 2.32 | 5.33 |
|
| Equity-KSB | Nov 30, 2024 | 77.94 | 2.28 | 3.92 |
|
| Equity-Chola Financial | Nov 30, 2024 | 76.48 | 2.23 | 2.72 |
|
| Equity-Greenpanel Inds. | Nov 30, 2024 | 74.07 | 2.16 | -10.78 |
|
| Equity-Rategain Travel | Nov 30, 2024 | 71.85 | 2.10 | -3.48 |
|
| Equity-Brigade Enterpr. | Nov 30, 2024 | 67.64 | 1.98 | 5.27 |
|
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Small Cap Fund (IDCW) |
| 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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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