• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Select Micro Cap Series XII fund (PIDCW-A)
Sundaram Mutual Fund

Sundaram Select Micro Cap Series XII fund (PIDCW-A)

EquitySmall Cap

10.9867

NAV (Feb 08)

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

10.9867

NAV (Feb 8)

Fund Returns

Last 1Y
16.8%
Last 3Y
-4.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
2.4%
6 Month CAGR
39.4%

Scheme Information

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. However,there can be no assurance that the investment objective of the Scheme will be realized. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in microcap category.

Expense Ratio
1.38
Launched (7y ago)
Feb 08, 2017
AUM in Crores
78.446
ISIN
INF903JA1708
Lock-in
No Lock-in
Benchmark
S&P BSE Smallcap TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
31.1
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Select Micro Cap Series XII fund (PIDCW-A)70%6,61,785 -70,827-4.4%
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 2021-02-08

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

₹ 21,301 cr

₹ 14,147 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 Select Micro Cap Series XII fund (PIDCW-A) Review

Sundaram Select Micro Cap Series XII fund (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 2.4% over a period of 7 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.

Nav of Sundaram Select Micro Cap Series XII fund (PIDCW-A) as of 2/8/2021 is ₹10.99 with the total AUM as of 3/29/2024 is ₹78.446. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Micro Cap Series XII fund (PIDCW-A) was launched on Feb 08, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Select Micro Cap Series XII fund (PIDCW-A) 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 Select Micro Cap Series XII fund (PIDCW-A) 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 Smallcap TR INR.

Sundaram Select Micro Cap Series XII fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 16.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Select Micro Cap Series XII fund (PIDCW-A).

Frequently Asked Questions

What is Sundaram Select Micro Cap Series XII fund (PIDCW-A)?

Sundaram Select Micro Cap Series XII fund (PIDCW-A) 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 Select Micro Cap Series XII fund (PIDCW-A)?

You can invest in Sundaram Select Micro Cap Series XII fund (PIDCW-A) 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 Select Micro Cap Series XII fund (PIDCW-A)?

The minimum sip amount for Sundaram Select Micro Cap Series XII fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Select Micro Cap Series XII fund (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Select Micro Cap Series XII fund (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Select Micro Cap Series XII fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Select Micro Cap Series XII fund (PIDCW-A)?

The expense ratio of the Sundaram Select Micro Cap Series XII fund (PIDCW-A) is 1.38% for regular plan.