Sundaram Small Cap Fund Regular Growth-0.51%

2Groww
-2.67%
1 Year Return
Equity
Small Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.36%
NAV75.74 (15 Nov 2019)
Fund Started15 Feb 2005
Fund Size1,088 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Small Cap Fund Regular Growth
-2.7%
1.3%
3.8%
14.7%
Category Average
-12.9%
1.0%
NA
-
Rank within category
10
13
12
-
*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 -2.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Navin Fluorine International Ltd.ChemicalsEquity5.6%
    Tube Investments Of India Ltd.AutomobileEquity4.5%
    JK Cement LtdConstructionEquity4.0%
    Timken India Ltd.EngineeringEquity3.6%
    Heidelberg Cement India Ltd.ConstructionEquity3.5%
    Thyrocare Technologies Ltd.HealthcareEquity3.5%
    INOX Leisure Ltd.ServicesEquity3.4%
    DCB Bank Ltd.FinancialEquity3.2%
    V-Guard Industries Ltd.Cons DurableEquity2.9%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity2.8%
    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

    Other Details

    Sundaram Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 15 Feb 2005. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,088 Cr and the Latest NAV as of 15 Nov 2019 is ₹75.74.

    The Sundaram Small Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The investment objective of the scheme is to primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid caps and by investing in other equities. However there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/indicate any returns.

    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
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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