• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Select Small Cap Series V fund (Growth)
Sundaram Mutual Fund

Sundaram Select Small Cap Series V fund (Growth)

EquitySmall Cap

13.6805

NAV (Jun 23)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

13.6805

NAV (Jun 23)

Fund Returns

Last 1Y
51.3%
Last 3Y
11.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
8.1%
6 Month CAGR
18.7%

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. 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 Smallcap category.

Expense Ratio
1.31
Launched (7y ago)
Jun 23, 2017
AUM in Crores
112.960
ISIN
INF903JA1AP1
Lock-in
No Lock-in
Benchmark
S&P BSE Smallcap TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
25.5
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 Small Cap Series V fund (Growth)70%9,74,500 2,41,88811.6%
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 2021-06-23

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)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 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

13%

8.8%

23.5%

20.5%

5.1%

4.8%

22.4%

13%

20.7%

%

Sundaram Select Small Cap Series V fund (G) Review

Sundaram Select Small Cap Series V fund (G) is a Small Cap Equity fund and has delivered an annualised return of 8.1% over a period of 6 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 V fund (G) as of 6/23/2021 is ₹13.68 with the total AUM as of 4/23/2024 is ₹112.96. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Small Cap Series V fund (G) was launched on Jun 23, 2017. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Sundaram Select Small Cap Series V 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 Small Cap Series V 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 Small Cap Series V fund (G) is rated as a 0 fund in Equity and delivered 51.3% 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 V fund (G).

Frequently Asked Questions

What is Sundaram Select Small Cap Series V fund (G)?

Sundaram Select Small Cap Series V 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 Select Small Cap Series V fund (G)?

You can invest in Sundaram Select Small Cap Series V 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 Small Cap Series V fund (G)?

The minimum sip amount for Sundaram Select Small Cap Series V fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Select Small Cap Series V fund (G) good to invest in?

As per Scripbox experts, Sundaram Select Small Cap Series V fund (G) is a Not Reviewed Yet fund. You can investSundaram Select Small Cap Series V 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 Small Cap Series V fund (G)?

The expense ratio of the Sundaram Select Small Cap Series V fund (G) is 1.31% for regular plan.