- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Emerging Small Cap Ser IV fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.3103
NAV (Jun 12)
Fund Returns
Last 1Y | 12.8% |
Last 3Y | 37.6% |
Last 5Y | 14.1% |
Last 10Y | NA |
Since Inception | 14.1% |
6 Month CAGR | -2.3% |
Scheme Information
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) | Jun 11, 2018 |
AUM in Crores | 210.227 |
ISIN | INF903JA1DN0 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 250 SmallCap Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.8 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.76 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Emerging Small Cap Ser IV fund (Growth) | 10,39,673 | 3,07,061 | 14.1% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.2% | 20.6% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Emerging Small Cap Ser IV fund (G) Review
Sundaram Emerging Small Cap Ser IV fund (G) is a Small Cap Equity fund and has delivered an annualised return of 14.1% 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 IV fund (G) as of 6/12/2023 is ₹19.31 with the total AUM as of 4/23/2024 is ₹210.227. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Emerging Small Cap Ser IV fund (G) was launched on Jun 11, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Emerging Small Cap Ser IV 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 IV 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 IV fund (G) is rated as a 0 fund in Equity and delivered 12.8% 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 IV fund (G).
Frequently Asked Questions
What is Sundaram Emerging Small Cap Ser IV fund (G)?
How to invest in Sundaram Emerging Small Cap Ser IV fund (G)?
You can invest in Sundaram Emerging Small Cap Ser IV 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 IV fund (G)?
The minimum sip amount for Sundaram Emerging Small Cap Ser IV fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Emerging Small Cap Ser IV fund (G) good to invest in?
As per Scripbox experts, Sundaram Emerging Small Cap Ser IV fund (G) is a Not Reviewed Yet fund. You can investSundaram Emerging Small Cap Ser IV 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 IV fund (G)?
The expense ratio of the Sundaram Emerging Small Cap Ser IV fund (G) is 1.35% for regular plan.