Sundaram Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Small Cap Growth Direct Plan

NAV
₹283.1689
-0.57%
(23 Dec)
AUM
3,424 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+51.2%
+43.6%
+30.8%
+29.5%
+28.3%
+24.3%
3Y
+32.6%
+30.1%
+24.7%
+29.4%
+28.7%
+23.2%
5Y
NA
+34.5%
+32.1%
+47.5%
+30.7%
+29.9%
ALL
+40.2%
+28.7%
+16.4%
+19.2%
+22.9%
+19.3%
VOL
17.1%
18.0%
-
15.2%
15.6%
18.0%
TER
0.4%
0.4%
-
0.6%
0.9%
0.8%
AUM
₹9,248 Cr
₹5,842 Cr
-
₹27,161 Cr
₹14,045 Cr
₹3,424 Cr
INFO
2.35
1.60
-
1.27
1.46
1.07
Past performance
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 31st Oct
Top holdings
Treps
4.3%
Multi Commodity Exchange of India Ltd
3.4%
Safari Industries (India) Ltd
2.5%
Greenpanel Industries Ltd Ordinary Shares
2.4%
Affle India Ltd
2.2%
Aster DM Healthcare Ltd Ordinary Shares
2.2%
KSB Ltd
2.2%
Cholamandalam Financial Holdings Ltd
2.2%
Rategain Travel Technologies Ltd
2.2%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.1%
Top industry exposure
Financial Services
20.6%
Industrials
19.1%
Consumer Cyclical
15.0%
Healthcare
8.9%
Basic Materials
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
63%
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.
Fund manager(s)
Rohit Seksaria

FAQs