Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Small Cap
Launch Date: 15-02-2005
AUM:
₹ 3,310.72 Cr
Expense Ratio
1.94%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF903J01454
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1: Mr. Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 2.36 | 26.41 | 30.52 |
| NIFTY SMALLCAP 250 TRI | -0.21 | 31.17 | 34.24 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
34.5891
Last change
0.05 (0.1489%)
Fund Size (AUM)
₹ 3,310.72 Cr
Performance
15.82% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as smallcap stocks
Fund Manager
FM1: Mr. Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 6.33 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.21 |
| SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.86 |
| PNB HOUSING FINANCE LTD EQ | 2.86 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.78 |
| KSB Limited | 2.39 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 2.38 |
| E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/- | 2.28 |
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 2.17 |
| S.J.S. ENTERPRISES LIMITED EQ | 2.16 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.56 |
| Capital Goods | 13.3 |
| Healthcare | 9.85 |
| Information Technology | 7.4 |
| Consumer Durables | 7.22 |
| N/A | 7.14 |
| Automobile and Auto Components | 6.74 |
| Consumer Services | 5.71 |
| Chemicals | 4.16 |
| Realty | 3.24 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Small Cap IDCW | 30.52 |
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| Bandhan Small Cap Reg Gr | 35.73 |
| Invesco India Small Cap Reg Gr | 33.32 |
| UTI Small Cap Reg Gr | 0.0 |
| DSP Small Cap Reg Gr | 32.11 |
| Quantum Small Cap Fund Reg Gr | 0.0 |
| Axis Small Cap Reg Gr | 30.19 |
| Sundaram Small Cap Reg Gr | 31.44 |
| PGIM India Small Cap Fund Reg Gr | 0.0 |