Dec 31, 2021
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 - Inst (G) | 0 | 0 | 0 | 0 |
| Benchmark - S&P BSE Small-Cap | 17.03 | 5.74 | 19.36 | -1.34 |
| Category Average - BEST EQUITY PERFORMERS | -3.31 | -10.03 | 6.13 | 21.95 |
| Category Rank | 10/1 | 8/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| ICICI Pru Smallcap Fund (G) | 47.8400 | 1.98 | 11.88 | 23.71 | 13.14 | 3,610.64 | 2.13 | 5,000.00 | invest |
| L&T Emerging Businesses Fund (G) | 40.2930 | 1.94 | 10.24 | 20.10 | 11.36 | 7,579.75 | 1.89 | 5,000.00 | invest |
| Nippon India Small Cap Fund (B) | 76.5735 | 1.71 | 8.85 | 25.36 | 15.53 | 18,675.43 | 1.82 | 5,000.00 | invest |
| Nippon India Small Cap Fund (G) | 76.5735 | 1.71 | 8.85 | 25.36 | 15.53 | 18,675.43 | 1.82 | 5,000.00 | invest |
| Franklin India Smaller Companies Fund (IDCW) | 28.9065 | -62.97 | 3.55 | 14.49 | 7.85 | 6,454.99 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-KPIT Technologi. | May 31, 2022 | 64.70 | 3.48 | -4.25 |
|
| Reverse Repo-TREPS | May 31, 2022 | 59.48 | 3.20 | -9.15 |
|
| Equity-Can Fin Homes | May 31, 2022 | 50.61 | 2.72 | -18.31 |
|
| Equity-KSB | May 31, 2022 | 50.45 | 2.71 | 1.51 |
|
| Equity-Ashok Leyland | May 31, 2022 | 47.30 | 2.54 | 13.22 |
|
| Equity-Multi Comm. Exc. | May 31, 2022 | 43.07 | 2.32 | -21.24 |
|
| Equity-Amrutanjan Healt | May 31, 2022 | 41.50 | 2.23 | -9.19 |
|
| Equity-Tube Investments | May 31, 2022 | 40.55 | 2.18 | -15.83 |
|
| Equity-ICICI Bank | May 31, 2022 | 40.27 | 2.17 | 1.28 |
|
| Equity-Cams Services | May 31, 2022 | 39.54 | 2.13 | -6.16 |
|
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...
Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...
Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...
Sundaram Mutual Fund has decided to change the benchmark index for the foll...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Small Cap Fund - Inst (G) |
| 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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