Sundaram Small Cap Fund (G)

Sundaram Small Cap Fund (G)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Small-Cap TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 15-Feb-2005
Scheme AUM(CR) ` 993.56
Minimum SIP/LUMPSUM ` 250/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Exit Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Expense Ratio 2.4

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 3.95% 4.15%
3 Month -12.03% -9.53%
6 Month -13.34% -11.89%
1 Year -16.09% -21.18%
3 Year -2.18% 1.60%
5 Year 4.42% 3.86%
Since Inception 14.54% 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