Overview (as on 15 Apr 2021)

NAV

₹10.8687

1y returns

92.496%

Fund AUM

₹143 Cr

Expense Ratio

0.68%

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
27.71%
Consumer
17.87%
Basic Materials
17.77%
Tech
10.64%
Financial Services
8.21%
Health
7.45%
Communication
4.83%
Defensive
2.42%
Real Estate
2.30%
Utilities
0.80%
Size Breakup
Small Cap
64.03%
Mid Cap
35.97%

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. However, there can be no assurance that the investment objective of the Scheme will be realized. 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 microcap category."
Scheme Name
Sundaram Select Micro Cap Series XV Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
31 May, 2017
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

Peer Funds

Sundaram Select Micro Cap Series XV Direct Growth

NAV

₹10.8687

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

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)"
Rohit Seksaria
Rohit Seksaria

leader

Work Experience
"null"
Ratish Varier
Ratish Varier

manager

Work Experience
"null"

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