Sundaram Select Small Cap - Series IV (D)

Sundaram Select Small Cap - Series IV (D)

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 22-Apr-2015
Scheme AUM(CR) ` 50.44
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 1.41

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -3.24% -7.72%
3 Month -6.08% -15.10%
6 Month 1.53% -10.51%
1 Year -10.16% -27.99%
3 Year 4.98% -0.67%
5 Year 0.00% 3.51%
Since Inception 6.47% 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