Sundaram Small Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Category: Equity: Small Cap
Launch Date: 15-02-2005
AUM:
₹ 3,871.8 Cr
Expense Ratio
1.95%
Benchmark
Nifty Smallcap 250 TRI
ISIN
INF903J01454
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Small Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | 3.16 | 14.01 | 14.23 |
| NIFTY SMALLCAP 250 TRI | 3.17 | 17.5 | 15.36 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
34.2673
Last change
-1.85 (-5.3941%)
Fund Size (AUM)
₹ 3,871.8 Cr
Performance
15.24% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as small-cap stocks. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company
Fund Manager
Rohit Seksaria, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MTAR TECHNOLOGIES LIMITED EQ | 5.67 |
| TREPS | 4.2 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.33 |
| S.J.S. ENTERPRISES LIMITED EQ | 3.3 |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/- | 3.11 |
| PNB HOUSING FINANCE LTD EQ | 2.68 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 2.6 |
| ZOMATO LIMITED EQ | 2.46 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.41 |
| E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/- | 2.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.18 |
| Capital Goods | 15.0 |
| Healthcare | 10.75 |
| Automobile and Auto Components | 7.92 |
| Information Technology | 7.39 |
| Consumer Services | 6.71 |
| Consumer Durables | 6.52 |
| Chemicals | 4.8 |
| Construction | 2.51 |
| Fast Moving Consumer Goods | 2.39 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Small Cap IDCW | 14.23 |
| TrustMF Small Cap Fund Reg Gr | 0.0 |
| Union Small Cap Reg Gr | 16.22 |
| Bank Of India Small Cap Reg Gr | 18.15 |
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| JM Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 15.43 |
| MahIndra Manulife Small Cap Fund Reg Gr | 0.0 |
| DSP Small Cap Reg Gr | 16.93 |
| ABSL Small Cap Gr | 12.63 |