Overview (as on 09 Apr 2021)

NAV

₹116.794

1y returns

98.009%

Fund AUM

₹1,248 Cr

Expense Ratio

1.24%

Min SIP

₹100

Min Lumpsum

₹100

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

Asset Allocation

Sector Allocation
Industrials
19.83%
Consumer
17.48%
Tech
15.34%
Financial Services
13.76%
Health
13.67%
Basic Materials
13.31%
Defensive
3.20%
Real Estate
2.72%
Communication
0.69%
Size Breakup
Small Cap
50.33%
Mid Cap
49.67%

Key Metrics

Beta 

0.88

Std deviation 

26.64%

Sharpe Ratio 

0.34

Holdings

Fund Details

Investment Objectives
"The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks."
Scheme Name
Sundaram Small Cap Fund - Direct Plan - Growth Option
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Rohit Seksaria
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

Peer Funds

Sundaram Small Cap Fund - Direct Plan - Growth ...

NAV

₹116.794

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
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rohit Seksaria
Rohit Seksaria

manager

Work Experience
"null"
Ratish Varier
Ratish Varier

leader

Work Experience
"null"

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