• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Small Cap Fund (G)
Sundaram Mutual Fund

Sundaram Small Cap Fund (G)

EquitySmall Cap

165.7589

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
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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

165.7589

NAV (Dec 31)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

Expense Ratio
-
Launched (0y ago)
-
AUM in Crores
3502.8
ISIN
INF903J01504
Lock-in
-
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
10000000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Small Cap Fund (G)70%NaN NaNNaN%
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 2023-12-21

Top Stock Holdings

Cholamandalam Financial Holdings Ltd.

3%
3.023%

Others

2.7%
2.662%

KSB Ltd.

2.6%
2.638%

Ujjivan Small Finance Bank Ltd.

2.5%
2.472%

Safari Industries (India) Ltd.

2.4%
2.352%
See all holdings

Allocation by Sector

Financial

20.386617%
20.386617%

Capital Goods

10.683192%
10.683192%

Services

10.587455%
10.587455%

Technology

8.791212%
8.791212%

Healthcare

7.131672%
7.131672%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

16.118%

21.871%

17.092%

14.942%

10.391%

8.473%

5.657%

4.957%

16.634%

11.998%

Sundaram Small Cap Fund (G) Review

Sundaram Small Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of null% over a period of NaN years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria.

Nav of Sundaram Small Cap Fund (G) as of 12/31/2021 is ₹165.76 with the total AUM as of 10/8/2024 is ₹3502.817688. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund (G) was launched on . The category risk of the fund is null.

The minimum SIP amount for Sundaram Small Cap Fund (G) is ₹1000 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 ₹10000000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Small Cap 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 NIFTY Smallcap 250 Total Return Index.

It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Small Cap Fund (G).

Frequently Asked Questions

What is Sundaram Small Cap Fund (G)?

It is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Small Cap Fund (G)?

You can invest in Sundaram Small Cap 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 Small Cap Fund (G)?

The minimum sip amount for Sundaram Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹10000000.

Is Sundaram Small Cap Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Small Cap Fund (G)?

The expense ratio of the Sundaram Small Cap Fund (G) is % for regular plan.

What is the NAV of Sundaram Small Cap Fund (G)?

Today's Sundaram Small Cap Fund (G) NAV is ₹165.76.