Overview (as on 05 Mar 2021)

NAV

₹14.9194

1y returns

33.648%

Fund AUM

₹89 Cr

Expense Ratio

1.38%

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

Asset Allocation

Sector Allocation
Industrials
34.25%
Consumer
21.68%
Basic Materials
16.32%
Health
10.40%
Tech
6.06%
Financial Services
5.75%
Defensive
2.40%
Communication
1.79%
Real Estate
1.36%
Size Breakup
Small Cap
60.71%
Mid Cap
37.81%
Large Cap
1.48%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

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 VII Regular Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
28 September, 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,

Peer Funds

Sundaram Emerging Small Cap Ser VII Regular Growth

NAV

₹14.9194

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

S Krishnakumar
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
Ratish Varier

manager

Work Experience
"null"
Rohit Seksaria
Rohit Seksaria

leader

Work Experience
"null"

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