Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Treps
3.2%
Ujjivan Financial Services Limited
3.0%
Can Fin Homes Ltd
2.8%
KSB Ltd
2.8%
Safari Industries (India) Ltd
2.6%
Power Finance Corp Ltd
2.5%
Cholamandalam Financial Holdings Ltd
2.4%
Radico Khaitan Ltd
2.3%
Multi Commodity Exchange of India Ltd
2.2%
Westlife Foodworld Ltd
2.1%
Top industry exposure
Financial Services
27.8%
Industrials
15.5%
Consumer Cyclical
11.4%
Technology
9.6%
Healthcare
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.