Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 14.089
NAV (Jul 19)
Last 1Y | 56.6% |
Last 3Y | 14.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.9% |
6 Month CAGR | 17% |
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 | 1.35 |
Launched (7y ago) | Jul 17, 2017 |
AUM in Crores | 52.719 |
ISIN | INF903JA1AT3 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Smallcap TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 25.6 |
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 Small Cap Series VI fund (Growth) | 10,58,906 | 3,26,294 | 14.8% | |
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 |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Select Small Cap Series VI fund (G) is a Small Cap Equity fund and has delivered an annualised return of 8.9% 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 VI fund (G) as of 7/19/2021 is ₹14.09 with the total AUM as of 4/19/2024 is ₹52.719. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Small Cap Series VI fund (G) was launched on Jul 17, 2017. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Select Small Cap Series VI 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 VI 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 VI fund (G) is rated as a 0 fund in Equity and delivered 56.6% 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 VI fund (G).
What is Sundaram Select Small Cap Series VI fund (G)?
How to invest in Sundaram Select Small Cap Series VI fund (G)?
You can invest in Sundaram Select Small Cap Series VI 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 VI fund (G)?
The minimum sip amount for Sundaram Select Small Cap Series VI fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Small Cap Series VI fund (G) good to invest in?
As per Scripbox experts, Sundaram Select Small Cap Series VI fund (G) is a Not Reviewed Yet fund. You can investSundaram Select Small Cap Series VI 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 VI fund (G)?
The expense ratio of the Sundaram Select Small Cap Series VI fund (G) is 1.35% for regular plan.