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Sundaram Emerging Small Cap Ser II fund (Dividend Payout - Annually)

Returns (1yr)
-17.84 %
Latest NAV
6.84

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 15th of July, 03:50 AM

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however,there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation.

Fund Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Rohit Seksaria
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    1.32
    benchmark
    Benchmark
    S&P BSE 250 SmallCap Index TR INR
  • Aum image
    AUM
    ₹ 131.32 Crores
    ISIN
    ISIN
    INF903JA1CQ5
  • Category Risk:

    Moderately High risk

Holding Information

as on 15th of July, 03:50 AM

Top Holding

Navin Fluorine International Ltd
7%
Jk Cement Ltd
5%
Orient Electric Ltd Ordinary Shares
4%
Timken India Ltd
4%
Thyrocare Technologies Ltd
4%

Top Sectors

Industrials
33%
Consumer Cyclical
23%
Basic Materials
18%
Financial Services
8%
Healthcare
5%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 15th of July, 03:50 AM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 15th of July, 03:50 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Emerging Small Cap Ser II Regular Dividend Payout is a Small Cap Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Rohit Seksaria, S Krishnakumar. To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however,there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation. The fund charges 1.32000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.