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  • Sundaram Mutual Fund
  • Sundaram Emerging Small Cap Ser III fund (Growth)
Sundaram Mutual Fund

Sundaram Emerging Small Cap Ser III fund (Growth)

EquitySmall Cap

19.1681

NAV (May 10)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.1681

NAV (May 10)

Fund Returns

Last 1Y
15.7%
Last 3Y
43.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
13.9%
6 Month CAGR
-0.2%

Scheme Information

Investment Objective

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
Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Emerging Small Cap Ser III fund (Growth)70%24,36,089 17,03,47743.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-05-10

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,756 cr

₹ 14,147 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is Sundaram Emerging Small Cap Ser III fund (G)?

Sundaram Emerging Small Cap Ser III fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.