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

Sundaram Small Cap Growth Direct Plan

NAV
₹255.6903
-0.74%
(8 May)
AUM
2,955 Cr
TER
0.94%
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
+11.2%
+9.9%
+8.4%
+3.6%
+2.6%
-3.5%
3Y
+28.9%
+25.8%
+27.7%
+20.7%
+19.7%
+24.6%
5Y
+37.5%
+35.2%
+32.2%
+34.4%
+34.4%
+49.0%
ALL
+33.4%
+24.1%
+22.3%
+17.7%
+16.3%
+17.8%
VOL
17.8%
18.6%
20.9%
18.1%
-
15.4%
TER
0.5%
0.4%
0.6%
0.9%
-
0.7%
AUM
₹9,516 Cr
₹5,885 Cr
₹2,219 Cr
₹2,955 Cr
-
₹24,893 Cr
INFO
1.88
1.30
1.07
0.98
-
1.15
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 Mar
Top holdings
Treps
4.0%
Aster DM Healthcare Ltd Ordinary Shares
3.1%
Affle India Ltd
2.8%
Safari Industries (India) Ltd
2.7%
Cholamandalam Financial Holdings Ltd
2.6%
PNB Housing Finance Ltd
2.4%
Craftsman Automation Ltd
2.3%
KSB Ltd
2.3%
Balrampur Chini Mills Ltd
2.2%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
Top industry exposure
Industrials
20.3%
Consumer Cyclical
18.6%
Financial Services
17.7%
Healthcare
9.2%
Basic Materials
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
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