Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 19.1681
NAV (May 10)
Last 1Y | 15.7% |
Last 3Y | 43.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.9% |
6 Month CAGR | -0.2% |
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.
Expense Ratio | 1.35 |
Launched (6y ago) | May 11, 2018 |
AUM in Crores | 299.682 |
ISIN | INF903JA1DB5 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 250 SmallCap Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.753 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Emerging Small Cap Ser III fund (Growth) | 24,36,089 | 17,03,477 | 43.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 14,147 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.3% | 8.7% | ||
22% | 20.4% | ||
20.2% | 12.9% | ||
18.5% | 14.8% | ||
11% | 7.5% |
Sundaram Emerging Small Cap Ser III fund (G) is a Small Cap Equity fund and has delivered an annualised return of 13.9% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Emerging Small Cap Ser III fund (G) as of 5/10/2023 is ₹19.17 with the total AUM as of 3/29/2024 is ₹299.682. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Emerging Small Cap Ser III fund (G) was launched on May 11, 2018. The category risk of the fund is Low Risk.
The minimum SIP amount for Sundaram Emerging Small Cap Ser III fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Emerging Small Cap Ser III fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap Index TR INR.
Sundaram Emerging Small Cap Ser III fund (G) is rated as a 0 fund in Equity and delivered 15.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Emerging Small Cap Ser III fund (G).
What is Sundaram Emerging Small Cap Ser III fund (G)?
How to invest in Sundaram Emerging Small Cap Ser III fund (G)?
You can invest in Sundaram Emerging Small Cap Ser III fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Emerging Small Cap Ser III fund (G)?
The minimum sip amount for Sundaram Emerging Small Cap Ser III fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Emerging Small Cap Ser III fund (G) good to invest in?
As per Scripbox experts, Sundaram Emerging Small Cap Ser III fund (G) is a Not Reviewed Yet fund. You can investSundaram Emerging Small Cap Ser III fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Emerging Small Cap Ser III fund (G)?
The expense ratio of the Sundaram Emerging Small Cap Ser III fund (G) is 1.35% for regular plan.