Sundaram Emerging Small Cap Series VII – Dir Growth

Equity · Small Cap
-
Min SIP
5,000
Min Lumpsum
0.97 %
Expense Ratio
Rating
149
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 24.9% 41% - 21%
Category Average 20.9% 42.2% 9.1% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
5.12%
Equitas Sma. Fin
4.11%
Navin Fluo.Intl.
2.57%
Safari Inds.
2.48%
KEI Industries
2.47%
Others
83.26%
Debt
22.4%
Industrial Products
14.21%
Consumer Durables
10.27%
Finance
6.2%
Banks
6.05%
Others
40.86%
Equity
76.67%
Reverse Repos
22.4%
Net Curr Ass/Net Receivables
0.93%

Advance Ratio

0.67
Alpha
4.65
SD
0.73
Beta
0.61
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 o

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

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 VII – Dir Growth ?

You can invest in Sundaram Emerging Small Cap Series VII – 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 VII – 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 VII – Dir Growth ?

The NAV of Sundaram Emerging Small Cap Series VII – Dir Growth is ₹24.3 as of 26 May 2023.

How to redeem Sundaram Emerging Small Cap Series VII – 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 VII – Dir Growth?

The top stock holdings of Sundaram Emerging Small Cap Series VII – Dir Growth are
  1. KSB - 5.12%
  2. Equitas Sma. Fin - 4.11%
  3. Navin Fluo.Intl. - 2.57%
  4. Safari Inds. - 2.48%
  5. KEI Industries - 2.47%

How much returns have Sundaram Emerging Small Cap Series VII – Dir Growth generated ?

The Sundaram Emerging Small Cap Series VII – Dir Growth has delivered 21% since inception

What is the expense ratio of Sundaram Emerging Small Cap Series VII – Dir Growth ?

The expense ratio of Sundaram Emerging Small Cap Series VII – Dir Growth is 0.97 % as of 26 May 2023.

What is the AUM of Sundaram Emerging Small Cap Series VII – Dir Growth?

The AUM of Sundaram Emerging Small Cap Series VII – Dir Growth is ₹39,953 Cr as of 26 May 2023

What are the top sectors Sundaram Emerging Small Cap Series VII – Dir Growth has invested in??

The top sectors Sundaram Emerging Small Cap Series VII – Dir Growth has invested in are
  1. KSB - 5.12%
  2. Equitas Sma. Fin - 4.11%
  3. Navin Fluo.Intl. - 2.57%
  4. Safari Inds. - 2.48%
  5. KEI Industries - 2.47%
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