Overview (as on 21 Jan 2021)
NAV
₹10.7971
1y returns
12.712%
Fund AUM
₹167 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
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 (98.61%)
Debt & Cash (1.39%)
Sector Allocation
Industrials
28.29%
Consumer
21.76%
Basic Materials
14.82%
Financial Services
10.34%
Health
8.79%
Tech
5.03%
Communication
4.88%
Real Estate
3.13%
Defensive
2.97%
Size Breakup
Small Cap
71.70%
Mid Cap
28.30%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Treps
Cash
2.60%
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
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 | 0.75% | 13.39% | |
| Direct | 0.75% | 13.39% | |
| Direct | 0.75% | 13.39% | |
| Regular | 1.35% | 12.71% |
Peer Funds
Sundaram Emerging Small Cap Ser III Regular Div...
NAV
₹10.7971
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
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)"
Ratish Varier
manager
Work Experience
"null"
Rohit Seksaria
leader
Work Experience
"null"
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