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

Asset Allocation

Sector Allocation
Cash Equivalent
100.00%
Debt Credit Ratings
Not Rated
100.00%

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 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

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ratish Varier
Ratish Varier

Manager

Work Experience
"null"
Rohit Seksaria
Rohit Seksaria

Manager

Work Experience
"null"
Dwijendra Srivastava
Dwijendra Srivastava

Manager

Work Experience
"null"
Rohit Seksaria
Rohit Seksaria

leader

Work Experience
"null"
Rohit Seksaria
Rohit Seksaria

leader

Work Experience
"null"
Ratish Varier
Ratish Varier

manager

Work Experience
"null"
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"

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