Sundaram Small Cap Fund Regular Growth+0.67%

8.64%
1 Year Return
Equity
Small Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.41%
NAV79.91 (23 Oct 2020)
Fund Started15 Feb 2005
Fund Size1,064 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Small Cap Fund Regular Growth
8.6%
-6.9%
2.4%
14.2%
Category Average
13.2%
-1.6%
7.0%
-
Rank within category
15
13
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. 1Y Returns are lower than the category average returns
    9. 3Y Returns are lower than the category average returns
    10. 5Y Returns are lower than the category average returns
    11. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Navin Fluorine International Ltd.ChemicalsEquity4.8%
    Timken India Ltd.EngineeringEquity3.4%
    Tube Investments Of India Ltd.AutomobileEquity3.4%
    Laurus Labs Ltd.HealthcareEquity3.0%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity2.9%
    Multi Commodity Exchange IndiaFinancialEquity2.7%
    Amrutanjan Health Care Ltd.HealthcareEquity2.7%
    Brigade Enterprises Ltd.ConstructionEquity2.5%
    India Cements Ltd.ConstructionEquity2.5%
    Westlife Development Ltd.ServicesEquity2.4%
    See All

    Fund Managers

    addS Krishnakumar
    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
    addRatish Varier
    Education
    Experience
    Funds Managed

    Sundaram Small Cap Fund Regular Growth Details

    Sundaram Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 15 Feb 2005. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,064 Cr and the Latest NAV as of 23 Oct 2020 is ₹79.91.

    The Sundaram Small Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    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
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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