₹ 3,108.53 Cr
1.94%
NIFTY Smallcap 250 TRI
INF903J01470
100.0
100.0
250
Ravi Gopalakrishnan, Rohit Seksaria
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Small Cap Fund Regular Plan - Growth | 46.52 | 24.99 | 24.52 |
NIFTY SMALLCAP 250 TRI | 64.06 | 27.34 | 27.64 |
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 (%) |
---|---|
Ujjivan Small Finance Bank Ltd. | 3.01 |
KSB Ltd. | 2.94 |
Power Finance Corporation Ltd. | 2.78 |
Others | 2.74 |
Can Fin Homes Ltd. | 2.72 |
Brigade Enterprises Ltd. | 2.46 |
Cholamandalam Financial Holdings Ltd. | 2.45 |
Safari Industries (India) Ltd. | 2.45 |
Radico Khaitan Ltd. | 2.08 |
Westlife Foodworld Ltd. | 2.04 |
Sector | Holdings (%) |
---|---|
Financial | 24.44 |
Services | 11.54 |
Capital Goods | 10.59 |
Technology | 8.31 |
Healthcare | 8.1 |
Construction | 6.33 |
Consumer Staples | 6.04 |
Consumer Discretionary | 5.01 |
Materials | 4.69 |
Automobile | 3.14 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Small Cap Reg Gr | 24.52 |
Bandhan Small Cap Reg Gr | 0.0 |
ITI Small Cap Reg Gr | 0.0 |
Quant Small Cap Gr | 42.28 |
Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
Franklin India Smaller Companies Gr | 26.97 |
Nippon India Small Cap Gr Gr | 33.46 |
HSBC Small Cap Fund Reg Growth | 28.54 |
Invesco India Small Cap Reg Gr | 28.94 |
Bank of India Small Cap Reg Gr | 33.88 |