- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Select Micro Cap Series XVI fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.0473
NAV (Aug 30)
Fund Returns
Last 1Y | 8.9% |
Last 3Y | 29.7% |
Last 5Y | 8.5% |
Last 10Y | NA |
Since Inception | 8.5% |
6 Month CAGR | 4% |
Scheme Information
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 | 1.35 |
Launched (7y ago) | Aug 30, 2017 |
AUM in Crores | 136.385 |
ISIN | INF903JA1BB9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Smallcap TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 28.1 |
Standard Deviation (5yr) | 26.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.262 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Select Micro Cap Series XVI fund (Growth) | 9,00,761 | 1,68,149 | 8.5% | |
| 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 |
|---|---|---|
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.7% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.8% | % |
Sundaram Select Micro Cap Series XVI fund (G) Review
Sundaram Select Micro Cap Series XVI fund (G) is a Small Cap Equity fund and has delivered an annualised return of 8.5% over a period of 6 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Select Micro Cap Series XVI fund (G) as of 8/30/2022 is ₹15.05 with the total AUM as of 4/24/2024 is ₹136.385. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Micro Cap Series XVI fund (G) was launched on Aug 30, 2017. The category risk of the fund is Low Risk.
The minimum SIP amount for Sundaram Select Micro Cap Series XVI 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 Select Micro Cap Series XVI 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 Smallcap TR INR.
Sundaram Select Micro Cap Series XVI fund (G) is rated as a 0 fund in Equity and delivered 8.9% 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 XVI fund (G).
Frequently Asked Questions
What is Sundaram Select Micro Cap Series XVI fund (G)?
How to invest in Sundaram Select Micro Cap Series XVI fund (G)?
You can invest in Sundaram Select Micro Cap Series XVI 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 Select Micro Cap Series XVI fund (G)?
The minimum sip amount for Sundaram Select Micro Cap Series XVI fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Micro Cap Series XVI fund (G) good to invest in?
As per Scripbox experts, Sundaram Select Micro Cap Series XVI fund (G) is a Not Reviewed Yet fund. You can investSundaram Select Micro Cap Series XVI 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 Select Micro Cap Series XVI fund (G)?
The expense ratio of the Sundaram Select Micro Cap Series XVI fund (G) is 1.35% for regular plan.