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About
Fund Name:
Sundaram Small Cap Fund - Direct Plan - Growth Option
Inception Date:
01-01-2013
Type:
Equity
NAV:
₹333.3627
Expense Ratio:
0.85%
AUM:
₹3,871.80 Cr
Min SIP:
₹100
Fund Manager:
Rohit Seksaria
Fund Benchmark:
Nifty Smallcap 250 TR INR
Exit Load:
1.00% - 0-365 days; 0.00% - >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.
Returns
5Y Returns (CAGR):
17.50%
5Y Benchmark Returns (CAGR):
15.58%
3Y Returns (CAGR):
19.14%
3Y Benchmark Returns (CAGR):
18.41%
1Y Returns (CAGR):
9.08%
1Y Benchmark Returns (CAGR):
0.47%
Advanced Ratios
3Y Alpha:
1.8
3Y Beta:
0.85
3Y Sharpe:
0.71
3Y Tracking Error:
6.28
3Y Standard Deviation:
19.55
Holdings
MTAR Technologies Ltd
Rategain Travel Technologies...
Aster DM Quality Care Ltd...
SJS Enterprises Ltd
Eternal Ltd
PNB Housing Finance Ltd
Affle 3i Ltd
Craftsman Automation Ltd
Neuland Laboratories Ltd
DCB Bank Ltd
5.21%
3.56%
3.41%
3.31%
2.77%
2.57%
2.42%
2.38%
2.15%
2.13%
Holdings Analysis
Top 10 Holdings:
29.91%
Stocks:
94.11%
Cash:
5.09%
Bond:
0.79%