Overview (as on 09 Apr 2021)
NAV
₹12.8048
1y returns
90.624%
Fund AUM
₹51 Cr
Expense Ratio
1.34%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
14.29% projected returns
₹0
15.11% projected returns
₹0
16.08% projected returns
₹0
8.12% projected returns
₹0
15.29% projected returns
Asset Allocation
Equity (95.49%)
Debt & Cash (4.51%)
Sector Allocation
Industrials
29.94%
Consumer
22.01%
Basic Materials
13.49%
Financial Services
10.85%
Health
8.93%
Tech
6.91%
Communication
4.72%
Real Estate
1.88%
Defensive
1.27%
Size Breakup
Small Cap
59.96%
Mid Cap
40.04%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"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."
Scheme Name
Sundaram Emerging Small Cap Ser V Regular Payout Inc Dist cum Cap Wdrl
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
14 August, 2018
Fund Manager
S Krishnakumar
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.79% | 91.69% | |
| Direct | 0.79% | 91.69% | |
| Direct | 0.79% | 91.69% | |
| Regular | 1.34% | 90.62% |
Peer Funds
Sundaram Emerging Small Cap Ser V Regular Payou...
NAV
₹12.8048
INDmoney Analysis
Return Score
Below Average
Risk Score
Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
S Krishnakumar
leader
Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"
Rohit Seksaria
leader
Work Experience
"null"
Ratish Varier
manager
Work Experience
"null"
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