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

Sundaram Emerging Small Cap Ser VI fund (Growth)

EquitySmall Cap

24.4504

NAV (Sep 07)

19.6%
5 Year CAGR
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

24.4504

NAV (Sep 7)

Fund Returns

Last 1Y
7.2%
Last 3Y
34.7%
Last 5Y
19.6%
Last 10Y
NA
Since Inception
19.6%
6 Month CAGR
8.1%

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
1.32
Launched (6y ago)
Sep 07, 2018
AUM in Crores
45.468
ISIN
INF903JA1ET5
Lock-in
No Lock-in
Benchmark
S&P BSE 250 SmallCap Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
16.3
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.612
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 VI fund (Growth)70%12,03,582 4,70,97019.6%
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 2023-09-07

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 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%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Emerging Small Cap Ser VI fund (G) Review

Sundaram Emerging Small Cap Ser VI fund (G) is a Small Cap Equity fund and has delivered an annualised return of 19.6% 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 VI fund (G) as of 9/7/2023 is ₹24.45 with the total AUM as of 3/28/2024 is ₹45.468. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Emerging Small Cap Ser VI fund (G) was launched on Sep 07, 2018. The category risk of the fund is Low Risk.

The minimum SIP amount for Sundaram Emerging Small Cap Ser VI 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 VI 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 VI fund (G) is rated as a 0 fund in Equity and delivered 7.2% 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 VI fund (G).

Frequently Asked Questions

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

Sundaram Emerging Small Cap Ser VI 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 VI fund (G)?

You can invest in Sundaram Emerging Small Cap Ser VI 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 VI fund (G)?

The minimum sip amount for Sundaram Emerging Small Cap Ser VI fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Emerging Small Cap Ser VI fund (G) good to invest in?

As per Scripbox experts, Sundaram Emerging Small Cap Ser VI fund (G) is a Not Reviewed Yet fund. You can investSundaram Emerging Small Cap Ser VI 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 VI fund (G)?

The expense ratio of the Sundaram Emerging Small Cap Ser VI fund (G) is 1.32% for regular plan.