Overview (as on 05 Nov 2020)
NAV
₹11.2819
1y returns
-13.111%
Fund AUM
₹53 Cr
Expense Ratio
1.17%
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
-9.00% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Cash Equivalent
100.00%
Debt Credit Ratings
Not Rated
100.00%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Treps
Low Risk
Cash
29.67%
Reverse Repo
Low Risk
Cash
10.01%
Margin Money For Derivatives
Low Risk
Cash
4.57%
Cash And Other Net Current Assets
Low Risk
Cash
3.80%
Fund Details
Investment Objectives
"To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category."
Scheme Name
Sundaram Select Micro Cap Series IX Direct Growth
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
05 November, 2015
Fund Manager
Ratish Varier
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 Select Micro Cap Series IX Direct Growth
NAV
₹11.2819
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

Ratish Varier
Manager
Work Experience
"null"

Rohit Seksaria
Manager
Work Experience
"null"

Dwijendra Srivastava
Manager
Work Experience
"null"

Rohit Seksaria
leader
Work Experience
"null"

Rohit Seksaria
leader
Work Experience
"null"

Ratish Varier
manager
Work Experience
"null"

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"