Sundaram Small Cap Fund - Inst (D)

Sundaram Small Cap Fund - Inst (D)

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 07-Oct-2009
Scheme AUM(CR) ` 1072.69
Minimum SIP/LUMPSUM ` 250/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load NIL
Exit Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Expense Ratio 1.78

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -3.58% -0.04%
3 Month 1.97% 2.69%
6 Month -10.24% -7.10%
1 Year -6.03% -7.06%
3 Year 0.33% 3.82%
5 Year 3.02% 4.84%
Since Inception 7.56% 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