Sundaram Select Small Cap - Series III (G)

Sundaram Select Small Cap - Series III (G)

AMC Name: Sundaram Mutual Fund

Riskometer

NA

Investment Objective

Bench Mark S&P BSE Small-Cap
Fund Manager S Krishnakumar
Fund Horizon CLOSE
Inception Date 08-Apr-2015
Scheme AUM(CR) ` 48.05
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 1.34

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -2.28% -5.83%
3 Month -4.73% -13.31%
6 Month 4.84% -7.63%
1 Year -7.99% -26.89%
3 Year 5.58% -0.14%
5 Year 0.00% 3.77%
Since Inception 6.58% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others