Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.9867
NAV (Feb 8)
Last 1Y | 16.8% |
Last 3Y | -4.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 2.4% |
6 Month CAGR | 39.4% |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Select Micro Cap Series XII fund (PIDCW-A) | 6,61,785 | -70,827 | -4.4% | |
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 | ||
₹ 21,301 cr | ||
₹ 14,147 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 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).
What is Sundaram Select Micro Cap Series XII fund (PIDCW-A)?
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.