Sundaram Small Cap Fund
250
Min SIP
100
Min Lumpsum
0.94 %
Expense Ratio
Rating
2,067
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.2% | 40% | 13.3% | 17% | ||||
| Category Average | 18.2% | 38.3% | 12.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
KSB
Can Fin Homes
Westlife Food
KEI Industries
KPIT Technologi.
Others
Advance Ratio
0.61
Alpha
4.99
SD
0.81
Beta
0.62
Sharpe
Exit Load
| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
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Fund Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Fund Managers
Ravi Gopalakrishnan
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 4,091
-
29.8%Fund Size - 4,091
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63.5%Fund Size - 4,091
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26.6%Fund Size - 4,091
-
- Equity .
- Small Cap .
-
- 26,293
-
31.4%Fund Size - 26,293
-
48.2%Fund Size - 26,293
-
21.1%Fund Size - 26,293
-
- Equity .
- Small Cap .
-
- 5,036
-
21.8%Fund Size - 5,036
-
45.1%Fund Size - 5,036
-
19.5%Fund Size - 5,036
-
- Equity .
- Small Cap .
-
- 15,857
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38.1%Fund Size - 15,857
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44.8%Fund Size - 15,857
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16.3%Fund Size - 15,857
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- Equity .
- Small Cap .
-
- 9,230
-
15.7%Fund Size - 9,230
-
43.6%Fund Size - 9,230
-
19.7%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 Small Cap Fund ?
You can invest in Sundaram Small Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Small Cap Fund 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 Small Cap Fund ?
The NAV of Sundaram Small Cap Fund is ₹180.4 as of 07 June 2023.
How to redeem Sundaram Small Cap Fund 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 is the minimum sip amount of Sundaram Small Cap Fund?
The minimum SIP amount of Sundaram Small Cap Fund is ₹250
What are the top sectors Sundaram Small Cap Fund has invested in??
The top sectors Sundaram Small Cap Fund has invested in are
- KSB - 3.73%
- Can Fin Homes - 3.24%
- Westlife Food - 3.05%
- KEI Industries - 3%
- KPIT Technologi. - 2.85%
How much returns have Sundaram Small Cap Fund generated ?
The Sundaram Small Cap Fund has delivered 17% since inception
What is the expense ratio of Sundaram Small Cap Fund ?
The expense ratio of Sundaram Small Cap Fund is 0.94 % as of 07 June 2023.
What is the AUM of Sundaram Small Cap Fund?
The AUM of Sundaram Small Cap Fund is ₹39,953 Cr as of 07 June 2023
What are the top stock holdings of Sundaram Small Cap Fund?
The top stock holdings of Sundaram Small Cap Fund are
- KSB - 3.73%
- Can Fin Homes - 3.24%
- Westlife Food - 3.05%
- KEI Industries - 3%
- KPIT Technologi. - 2.85%