- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Select Small Cap Series III fund (PIDCW-A)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.4785
NAV (Mar 31)
Fund Returns
Last 1Y | 11.4% |
Last 3Y | 7% |
Last 5Y | 9.5% |
Last 10Y | NA |
Since Inception | 9.5% |
6 Month CAGR | 9.9% |
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. The fund will invest in stocks that are equal to or lower than the 101st stock and upto 300th stock in the NSE (after sorting the stocks by market-cap in descending order)
Expense Ratio | 1.34 |
Launched (9y ago) | Mar 31, 2015 |
AUM in Crores | 56.638 |
ISIN | INF903J017G9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Smallcap TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 16.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0.56 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.424 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Select Small Cap Series III fund (PIDCW-A) | 9,23,739 | 1,91,127 | 9.5% | |
| 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 |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 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 | |
|---|---|---|---|
12.9% | 8.7% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.6% | 12.9% | ||
20.4% | % |
Sundaram Select Small Cap Series III fund (PIDCW-A) Review
Sundaram Select Small Cap Series III fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 9.5% over a period of 9 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Select Small Cap Series III fund (PIDCW-A) as of 3/31/2020 is ₹13.48 with the total AUM as of 4/20/2024 is ₹56.638. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Small Cap Series III fund (PIDCW-A) was launched on Mar 31, 2015. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for Sundaram Select Small Cap Series III 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 Small Cap Series III 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 Small Cap Series III fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 11.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Select Small Cap Series III fund (PIDCW-A).
Frequently Asked Questions
What is Sundaram Select Small Cap Series III fund (PIDCW-A)?
How to invest in Sundaram Select Small Cap Series III fund (PIDCW-A)?
You can invest in Sundaram Select Small Cap Series III 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 Small Cap Series III fund (PIDCW-A)?
The minimum sip amount for Sundaram Select Small Cap Series III fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Small Cap Series III fund (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Select Small Cap Series III fund (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Select Small Cap Series III 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 Small Cap Series III fund (PIDCW-A)?
The expense ratio of the Sundaram Select Small Cap Series III fund (PIDCW-A) is 1.34% for regular plan.