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 Rohit Seksaria, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
1) Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has a NAV of ₹26.0975 as on 08-02-2023.
2) Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal has ₹2004 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.01 %.
Expense ratio | 1.01% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹2004 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹0/₹0 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 64.58% |
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | -0.82% | -0.82% |
6 Month Returns | 4.12% | 4.12% |
1 Year Returns | -0.42% | -0.42% |
3 Years Returns | 84.86% | 22.73% |
5 Years Returns | 46.25% | 7.9% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 2.37 | 2.04 | 0.36 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 0.8 | 0.91 | 0.94 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal | -0.24 | 0.76 | 0.21 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Small Cap Fund Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 16.95 | 28.03 | 26.39 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.