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Sundaram Small Cap Fund Regular Idcw Payout

Equity | Small Cap

(NAV as of 16/04/2024)
33.21 (0.17)

3Y Returns

15.6%

Min SIP

100

Min Lumpsum

100

Expense Ratio

2.12%

Fund Size

2044 Cr

Inception Date

15-Feb-05

Fund Manager

Ravi Gopalakrishnan

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

92.85%

Debt & Others

7.15%

Market Cap Allocation

Large Cap

9.43%

Mid Cap

16.93%

Small Cap

68.34%

Other Cap

5.29%

Sector Allocation

Finance

11.90%

Industrial Products

9.89%

Banks

9.48%

Internet and Technology

9.27%

Capital Markets

8.52%

Top Ten Holdings

TREPS

4.72%

KSB Ltd

2.96%

Multi Commodity Exchange Of India Ltd

2.95%

KEI Industries Ltd

2.80%

Can Fin Homes Ltd

2.79%

Investment Objective

The Objective Of The Scheme Is To Achieve Capital Appreciation By Investing Predominantly In Diversified Stocks That Are Generally Termed As Small - Cap Stocks.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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