Equity | Small Cap
3Y Returns
22.22%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.84%
Fund Size
₹3008 Cr
Inception Date
02-Jan-13
Fund Manager
Ravi Gopalakrishnan
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.
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
94.69%
Debt & Others
5.31%
Market Cap Allocation
Large Cap
10.14%
Mid Cap
11.87%
Small Cap
72.68%
Other Cap
5.31%
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
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Sundaram Small Cap Fund Direct Growth
1Y
25.87%
3Y
22.22%
5Y
29.63%
Bandhan Emerging Businesses Fund Direct Plan-Growth
1Y
55.48%
3Y
30.98%
5Y
NA
Nippon India Small Cap Fund Direct Plan Growth Plan Growth
1Y
34.81%
3Y
29.57%
5Y
37.06%
Quant Small Cap Fund Direct Plan - Growth
1Y
38.01%
3Y
29.41%
5Y
48.08%
Tata Small Cap Fund Direct Plan Growth
1Y
39.86%
3Y
27.66%
5Y
34.62%
Invesco India Small Cap Fund - Direct Growth
1Y
40.75%
3Y
27.27%
5Y
33.88%
Iti Small Cap Fund Direct Plan Growth
1Y
44.1%
3Y
27.03%
5Y
NA
Franklin India Smaller Companies Fund - Direct Growth
1Y
30.25%
3Y
26.81%
5Y
30.87%
Bank Of India Small Cap Fund-Direct Plan-Growth
1Y
34.71%
3Y
25.92%
5Y
39.52%
Hdfc Small Cap Fund - Direct Plan - Growth Option
1Y
26.89%
3Y
25.38%
5Y
30.81%
Edelweiss Small Cap Fund - Direct Plan - Growth
1Y
32.78%
3Y
25.27%
5Y
35.23%
Canara Robeco Small Cap Fund Direct Growth
1Y
30.48%
3Y
23.42%
5Y
36.04%
Dsp Small Cap Fund - Direct Plan - Growth
1Y
28.18%
3Y
23.36%
5Y
32.04%
Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
1Y
32.71%
3Y
23.32%
5Y
NA
Uti Small Cap Fund - Direct Growth Plan
1Y
32.02%
3Y
22.3%
5Y
NA
Union Small Cap Fund Direct Plan-Growth
1Y
24.32%
3Y
22.29%
5Y
31.11%
Axis Small Cap Fund - Direct Plan Growth
1Y
28.75%
3Y
22.14%
5Y
29.65%
Icici Prudential Smallcap Fund - Direct Plan - Growth
1Y
24.09%
3Y
21.37%
5Y
30.09%
Sbi Small Cap Fund - Direct Plan - Growth
1Y
29.1%
3Y
20.84%
5Y
28.52%
Kotak Small Cap Fund - Direct Plan - Growth
1Y
32.62%
3Y
19.94%
5Y
32.75%
Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan
1Y
27.7%
3Y
19.09%
5Y
25.57%
Pgim India Small Cap Fund Direct Plan - Growth
1Y
26.01%
3Y
15.72%
5Y
NA
Lic Small Cap Fund - Direct Plan - Growth
1Y
NA
3Y
6.88%
5Y
19.45%
Hsbc Small Cap Fund Direct Growth
1Y
NA
3Y
2.79%
5Y
16.67%
Quantum Small Cap Fund - Direct Plan Growth
1Y
23.14%
3Y
NA
5Y
NA
Mahindra Manulife Small Cap Fund - Direct - Growth
1Y
38.16%
3Y
NA
5Y
NA
Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option
1Y
29.71%
3Y
NA
5Y
NA
Motilal Oswal Small Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Hsbc Small Cap Equity Fund - Growth Direct Plan
1Y
NA
3Y
-2.38%
5Y
14.79%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.