Sundaram Select Small Cap Series IV Regular Dividend+0.68%

3Groww
-6.15%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Select Small Cap Series IV Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.41%
NAV11.6 (19 Aug 2019)
Fund Started17 Apr 2015
Fund Size50 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Select Small Cap Series IV Regular Dividend
-6.2%
6.5%
NA
7.0%
Category Average
-7.8%
6.3%
NA
-
Rank within category
1
1
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    The Ramco Cements Ltd.ConstructionEquity4.5%
    Thermax Ltd.EngineeringEquity4.0%
    SBI Life Insurance Company Ltd.FinancialEquity4.0%
    Trent Ltd.ServicesEquity3.5%
    Bajaj Finserv Ltd.FinancialEquity3.3%
    Bajaj Finance Ltd.FinancialEquity3.3%
    Jubilant FoodWorks Ltd.ServicesEquity3.1%
    Siemens Ltd.EngineeringEquity3.0%
    Varun Beverages Ltd.FMCGEquity3.0%
    City Union Bank Ltd.FinancialEquity3.0%
    See All

    Fund Managers

    addS Krishna Kumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Select Small Cap Series IV Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 17 Apr 2015. S Krishnakumar is the Current Fund Manager of Sundaram Select Small Cap Series IV Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹50 Cr and the Latest NAV as of 19 Aug 2019 is ₹11.6.

    The Sundaram Select Small Cap Series IV Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 0. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related struments of companies that can be termed as smallcaps.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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