Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.83% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹2958 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 22.13% |
Size breakup
Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 7.19% | 7.19% |
6 Month Returns | 23.89% | 23.89% |
1 Year Returns | 54.42% | 54.42% |
3 Years Returns | 119.22% | 29.9% |
5 Years Returns | 190.88% | 23.81% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal | 2.53 | 4.22 | 0.74 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal | 0.73 | 0.76 | 0.91 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal | 2.96 | 1.43 | 0.75 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Small Cap Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal | 11.93 | 14.44 | 24 |