Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Investment Duration5 years
7,32,612
Total Investment10,14,550
Wealth Gained17,47,162
Total Corpus Created (₹)
With CAGR of 32.795 % in 5 years₹ 284.7998
NAV (Jul 28)
Last 1Y | 4.5% |
Last 3Y | 24.6% |
Last 5Y | 32.8% |
Last 10Y | 15.1% |
Since Inception | 18.8% |
6 Month CAGR | 9.6% |
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Expense Ratio | 0.96 % |
Launched | - |
AUM in Crores | 3438.9 |
ISIN | INF903J01NK9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.3 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Small Cap Fund Direct (G) | 17,47,162 | 10,14,550 | 32.8% | |
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.
Cholamandalam Financial Holdings Ltd.
3.02%Others
2.66%KSB Ltd.
2.64%Ujjivan Small Finance Bank Ltd.
2.47%Safari Industries (India) Ltd.
2.35%Financial
17.94%Capital Goods
13.63%Services
11.58%Healthcare
9.71%Technology
7.47%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 79,584 cr | ||
₹ 30,616 cr | ||
₹ 17,427 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13.9% | 9.5% | ||
13.9% | 9.5% | ||
26.7% | 18.8% | ||
8.1% | 7.6% | ||
18.4% | 12.5% |
Investment Duration5 years
7,32,612
Total Investment10,14,550
Wealth Gained17,47,162
Total Corpus Created (₹)
With CAGR of 32.795 % in 5 yearsWhat is the expense ratio for Sundaram Small Cap Fund Direct Plan Growth?
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Does Sundaram Small Cap Fund Direct Growth have a lock-in period?
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