Sundaram Small Cap Fund - Inst (G)

Sundaram Small Cap Fund - Inst (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 30-Nov-2009
Scheme AUM(CR) ` 1088.25
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 -4.25% -2.56%
3 Month 4.91% 2.25%
6 Month -10.97% -9.08%
1 Year -2.24% -4.06%
3 Year 0.69% 3.31%
5 Year 3.41% 3.95%
Since Inception 9.87% 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