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

Sundaram Small Cap Growth Direct Plan

NAV
₹290.3213
+0.74%
(3 Jul)
AUM
3,311 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+13.4%
+11.2%
+5.2%
+3.8%
+2.6%
-2.7%
3Y
+37.1%
+33.6%
+27.9%
+35.7%
+27.2%
+33.2%
5Y
+38.3%
+35.7%
+33.6%
+30.8%
+34.0%
+45.9%
ALL
+35.9%
+26.2%
+18.6%
+24.3%
+16.7%
+18.5%
VOL
17.7%
18.5%
18.1%
20.8%
-
15.4%
TER
0.4%
0.4%
0.9%
0.6%
-
0.7%
AUM
₹11,744 Cr
₹6,823 Cr
₹3,311 Cr
₹2,504 Cr
-
₹28,205 Cr
INFO
2.03
1.42
1.03
1.17
-
1.20
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 May
Top holdings
Treps
6.3%
Aster DM Healthcare Ltd Ordinary Shares
3.2%
Safari Industries (India) Ltd
2.9%
PNB Housing Finance Ltd
2.9%
Affle 3i Ltd
2.8%
KSB Ltd
2.4%
Craftsman Automation Ltd
2.4%
E I D Parry India Ltd
2.3%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
SJS Enterprises Ltd
2.2%
Top industry exposure
Financial Services
20.3%
Industrials
20.1%
Consumer Cyclical
18.4%
Healthcare
11.1%
Basic Materials
7.6%
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