Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal

What If You Invested in Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal

Q: What are the average returns of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

The return since inception of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal is 18.54%. The average returns of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal are Years Returns 1 yr 76.03% 3 yrs 25.44% 5 yrs 16.61%

Q: What is the current NAV of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

The NAV for the fund as on 28-Nov-2021 is 27.9749

Q: How do I invest in Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

The expense ratio of this fund is 1.21 %

Q: What is the worth of total assets under management (AUM) of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

The AUM for the fund as on 28-Nov-2021 is 1541 Cr

Q: What are the top holdings of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

The top holdings include Treps 3.41% Multi Commodity Exchange of India Ltd 3.38% Cyient Ltd 3.3% KSB Ltd 3.2% Amrutanjan Health Care Ltd 3.09%

Equity

Direct

Very High Risk

Small-Cap

NAV: ₹ 27.97 as on 24-11-2021

About the Fund

Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has a NAV of 27.9749 as on 28-Nov-2021.

2) Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has 1541 Cr worth of assets under management (AUM) as on 28-Nov-2021 and is less than category average.

3) The fund has an expense ratio 1.21 %.

Fund Overview

Expense ratio	1.21%
	Benchmark	S&P BSE Smallcap TR INR
AUM	₹1541 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹0/₹0
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	62.66%

Fund Distribution

Equity 95.2%
Debt & Cash 4.8%

Size breakup

Mid cap

67.3%

Small cap

25.1%

Micro cap

7.61%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings3

Treps	3.4%
Multi Commodity Exchange of India Ltd	3.4%
Cyient Ltd	3.3%
KSB Ltd	3.2%
Amrutanjan Health Care Ltd	3.1%
Can Fin Homes Ltd	3.1%
Persistent Systems Ltd	3%
City Union Bank Ltd	2.8%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 18.54% since inception which is less than its category average return of 22.55%

Fund Allocations

This fund has an allocation of 95.2% in Equity, 0% in Debt and 4.8% in Cash related instruments

AUM size ₹1541 Cr

This fund has AUM of ₹1541 Cr which is less than its category average of ₹ 2827 Cr

Expense Ratio 1.21%

This fund has an expense ratio of 1.21% which is less than its category average expense ratio of 1.4%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund has invested in?

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Industrial	22.4%
Cyclical	17.5%
Financial Services	16.2%
Basic Materials	12.4%
Health	11.8%
Tech	10.7%
Defensive	4.3%
Communication	3.6%
Real Estate	1.1%

Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal

NAV: ₹ 27.97 as on 24-11-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹1541 Cr

Expense Ratio 1.21%

AMC details

Similar Funds

What are the average returns of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund has invested in?