₹ 3,145.73 Cr
1.93%
NIFTY Smallcap 250 TRI
INF903J01454
100.0
100.0
250
Ravi Gopalakrishnan, Rohit Seksaria
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 42.77 | 24.23 | 22.82 |
NIFTY SMALLCAP 250 TRI | 57.74 | 26.64 | 25.64 |
Equity
Debt
Others
The scheme aims to achieve capital appreciation by investing atleast 65 per cent of its assets in diversified stocks that are generally termed as 'small and mid caps'. Small and midcaps are defined as any equity stock whose market capitalization is equal to or lower than the market capitalization of the largest market capitalization stock in CNX Midcap 200 index.
Company | Holdings (%) |
---|---|
Others | 3.19 |
Ujjivan Financial Services Ltd. | 2.96 |
Can Fin Homes Ltd. | 2.82 |
KSB Ltd. | 2.76 |
Safari Industries (India) Ltd. | 2.61 |
Power Finance Corporation Ltd. | 2.46 |
Cholamandalam Financial Holdings Ltd. | 2.4 |
Radico Khaitan Ltd. | 2.29 |
Multi Commodity Exchange Of India Ltd. | 2.24 |
Westlife Foodworld Ltd. | 2.05 |
Sector | Holdings (%) |
---|---|
Financial | 27.1 |
Services | 12.19 |
Capital Goods | 9.75 |
Healthcare | 8.17 |
Technology | 7.95 |
Consumer Staples | 5.88 |
Construction | 5.44 |
Materials | 4.68 |
Consumer Discretionary | 3.67 |
Automobile | 3.07 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Small Cap IDCW | 22.82 |
Bandhan Small Cap Reg Gr | 0.0 |
Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
ITI Small Cap Reg Gr | 0.0 |
Quant Small Cap Gr | 40.38 |
Nippon India Small Cap Gr Gr | 31.77 |
Franklin India Smaller Companies Gr | 25.17 |
Invesco India Small Cap Reg Gr | 27.72 |
BANK OF INDIA Small Cap Reg Gr | 32.32 |
HSBC Small Cap Fund Reg Growth | 26.31 |