- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Small Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Small Cap Fund (G) | NaN | NaN | NaN% | |
| 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
Cholamandalam Financial Holdings Ltd.
3%Others
2.7%KSB Ltd.
2.6%Ujjivan Small Finance Bank Ltd.
2.5%Safari Industries (India) Ltd.
2.4%Allocation by Sector
Financial
20.386617%Capital Goods
10.683192%Services
10.587455%Technology
8.791212%Healthcare
7.131672%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox 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)?
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.