Sundaram Small Cap Fund Regular Plan - Growth

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NAV
₹ 227.1544 ₹ 1.77 (0.78 %)
as on 22-04-2024
Asset Size (AUM)
2,958.23 Cr
Launch Date
Feb 10, 2005
Investment Objective
The scheme aims to achieve capital appreciation by investing atleast 65 per cent of its assets in diversified stocks that are generally termed as 'small and mid caps'. Small and midcaps are defined as any equity stock whose market capitalization is equal to or lower than the market capitalization of the largest market capitalization stock in CNX Midcap 200 index.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 10, 2005
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17.6

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.43 %
Expense Ratio
1.95%
Volatility
14.39 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ravi Gopalakrishnan, Rohit Seksaria
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 22-04-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 51.69 24.64 28.18 22.48 19.69
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 25-02-2020 73.95 30.21 30.78 0.0 0.0
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 72.0 33.03 39.36 37.78 20.69
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 05-12-2022 70.14 0.0 0.0 0.0 0.0
ITI Small Cap Fund - Regular Plan - Growth Option 17-02-2020 66.59 31.46 24.63 0.0 0.0
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 58.26 30.11 35.55 30.08 26.69
Franklin India Smaller Companies Fund-Growth 13-01-2006 57.82 31.29 33.42 23.51 21.24
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 56.11 26.49 30.36 26.09 0.0
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 52.26 23.94 28.94 30.78 0.0
HDFC Small Cap Fund - Growth Option 02-04-2008 51.24 29.16 32.11 23.08 21.05
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings