Sundaram Emerging Small Cap Series III – Dir Growth
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Min SIP
5,000
Min Lumpsum
0.75 %
Expense Ratio
Rating
299
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.4% | 44.7% | - | 14.8% | ||||
| Category Average | 17.5% | 39.2% | 10.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
PVR
H P C L
Home First Finan
Others
Advance Ratio
0.79
Alpha
5.25
SD
0.82
Beta
0.62
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation
Fund Managers
Rohit Seksaria
Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Small Cap .
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- 4,091
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27.5%Fund Size - 4,091
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65.3%Fund Size - 4,091
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26.1%Fund Size - 4,091
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- Equity .
- Small Cap .
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- 26,293
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27.5%Fund Size - 26,293
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49.9%Fund Size - 26,293
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20%Fund Size - 26,293
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- Equity .
- Small Cap .
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- 5,036
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19.7%Fund Size - 5,036
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48.4%Fund Size - 5,036
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17.8%Fund Size - 5,036
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- Equity .
- Small Cap .
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- 15,857
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33.2%Fund Size - 15,857
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46.3%Fund Size - 15,857
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15.7%Fund Size - 15,857
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- Equity .
- Small Cap .
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- 9,230
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13.2%Fund Size - 9,230
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45.8%Fund Size - 9,230
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19.1%Fund Size - 9,230
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Emerging Small Cap Series III – Dir Growth ?
You can invest in Sundaram Emerging Small Cap Series III – Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Emerging Small Cap Series III – Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Emerging Small Cap Series III – Dir Growth ?
The NAV of Sundaram Emerging Small Cap Series III – Dir Growth is ₹19.8 as of 10 May 2023.
How to redeem Sundaram Emerging Small Cap Series III – Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of Sundaram Emerging Small Cap Series III – Dir Growth?
The top stock holdings of Sundaram Emerging Small Cap Series III – Dir Growth are
- PVR - 0.64%
- H P C L - 0.5%
- Home First Finan - 0.4%
How much returns have Sundaram Emerging Small Cap Series III – Dir Growth generated ?
The Sundaram Emerging Small Cap Series III – Dir Growth has delivered 14.8% since inception
What is the expense ratio of Sundaram Emerging Small Cap Series III – Dir Growth ?
The expense ratio of Sundaram Emerging Small Cap Series III – Dir Growth is 0.75 % as of 10 May 2023.
What is the AUM of Sundaram Emerging Small Cap Series III – Dir Growth?
The AUM of Sundaram Emerging Small Cap Series III – Dir Growth is ₹39,953 Cr as of 10 May 2023
What are the top sectors Sundaram Emerging Small Cap Series III – Dir Growth has invested in??
The top sectors Sundaram Emerging Small Cap Series III – Dir Growth has invested in are
- PVR - 0.64%
- H P C L - 0.5%
- Home First Finan - 0.4%