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

Sundaram Small Cap Growth Direct Plan

NAV
₹262.0014
+2.41%
(25 Mar)
AUM
3,306 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+5.2%
+4.6%
+4.5%
+1.8%
+0.8%
-1.1%
3Y
+19.0%
+30.0%
+24.2%
+23.4%
+17.9%
+24.0%
5Y
+19.4%
+23.8%
NA
+21.5%
+18.6%
+17.3%
ALL
+16.6%
+28.9%
+21.0%
+21.3%
+13.7%
+18.7%
VOL
17.9%
17.4%
17.2%
18.2%
-
20.3%
TER
0.8%
0.5%
0.5%
0.4%
-
0.4%
AUM
₹3,306 Cr
₹20,474 Cr
₹4,076 Cr
₹9,716 Cr
-
₹2,712 Cr
INFO
0.92
1.66
1.23
1.17
-
0.92
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 28th Feb
Top holdings
Treps
5.4%
MTAR Technologies Ltd
4.1%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
SJS Enterprises Ltd
3.1%
E I D Parry India Ltd
2.6%
DCB Bank Ltd
2.5%
PNB Housing Finance Ltd
2.5%
Safari Industries (India) Ltd
2.5%
Craftsman Automation Ltd
2.4%
Rategain Travel Technologies Ltd
2.4%
Top industry exposure
Consumer Cyclical
21.4%
Industrials
18.9%
Financial Services
18.9%
Healthcare
11.7%
Basic Materials
8.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
33%
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