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Partner With Us NRI

Dec 31, 2021


Category

Equity

AUM (Cr.)

1,859.94

Exit Load (%)

0.00

Min Inv Lumpsum

10,000,000

Expense Ratio

1.48

Sharpe Ratio

38.50

Beta Ratio

0.00

Fund Manager

Ravi Gopalakrishnan

Inception Date

Oct 07, 2009

Risk Level

Very High

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

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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 Small Cap Fund - Inst (IDCW) 0 0 0 0 0 0
Benchmark - S&P BSE Small-Cap 17.03 5.74 19.36 -1.34 6.46 0
Category Average - BEST EQUITY PERFORMERS -3.31 -10.03 6.13 21.95 11.56 15.21
Category Rank 10/1 8/1 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
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

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-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

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

May 19, 2022 10:55

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 Small Cap Fund - Inst (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
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com