Overview (as on 18 Sep 2020)
NAV
₹8.6723
1y returns
4.214%
Fund AUM
₹133 Cr
Expense Ratio
1.35%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (97.78%)
Debt & Cash (2.22%)
Sector Allocation
Industrials
31.31%
Consumer
24.09%
Basic Materials
14.24%
Health
8.32%
Financial Services
7.15%
Communication
5.60%
Tech
4.16%
Real Estate
2.99%
Defensive
2.15%
Size Breakup
Small Cap
77.51%
Mid Cap
22.49%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Top 10 Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
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 III Regular Dividend Sweep
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
11 May, 2018
Fund Manager
Ratish Varier
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
NA
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 |
|---|---|---|---|
| Sundaram Emerging Small Cap Ser III Direct GrowthNR | Direct | 0.75% | 4.84% |
| Sundaram Emerging Small Cap Ser III Direct Dividend PayoutNR | Direct | 0.75% | 4.84% |
| Sundaram Emerging Small Cap Ser III Direct Dividend SweepNR | Direct | 0.75% | 4.84% |
| Sundaram Emerging Small Cap Ser III Regular GrowthNR | Regular | 1.35% | 4.21% |
| Sundaram Emerging Small Cap Ser III Regular Dividend PayoutNR | Regular | 1.35% | 4.21% |
Peer Funds
Sundaram Emerging Small Cap Ser III Regular Div...
NAV
₹8.6723
INDmoney Analysis
Return Score
Below Average
Risk Score
Below 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 Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Ratish Varier
Manager
Rohit Seksaria
Manager
Dwijendra Srivastava
Manager
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