- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Small Cap Fund Institutional Plan (Dividend Payout - Quarterly)
Formerly Sundaram Small Cap Instl DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.1966
NAV (Dec 10)
Fund Returns
Last 1Y | 67.6% |
Last 3Y | 27.2% |
Last 5Y | 15.9% |
Last 10Y | 19.9% |
Since Inception | 12.2% |
6 Month CAGR | 19.6% |
Scheme Information
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Expense Ratio | 2 |
Launched (14y ago) | Sep 24, 2009 |
AUM in Crores | 2581.758 |
ISIN | INF903J01488 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 29.4 |
Standard Deviation (5yr) | 26.4 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.748 |
Sharpe Ratio (5yr) | 0.482 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Small Cap Fund Institutional Plan (Dividend Payout - Quarterly) | 10,90,046 | 3,57,434 | 15.9% | |
| 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
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
Sundaram Small Cap Fund Institutional Plan (D-Q) Review
Sundaram Small Cap Fund Institutional Plan (D-Q) is a Small Cap Equity fund and has delivered an annualised return of 12.2% over a period of 14 years. The fund was previously known as Sundaram Small Cap Instl DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Small Cap Fund Institutional Plan (D-Q) as of 12/10/2021 is ₹29.20 with the total AUM as of 10/4/2023 is ₹2581.758. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund Institutional Plan (D-Q) was launched on Sep 24, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Small Cap Fund Institutional Plan (D-Q) 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 Small Cap Fund Institutional Plan (D-Q) 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 IISL Nifty Smallcap 250 TR INR.
Sundaram Small Cap Fund Institutional Plan (D-Q) is rated as a 1 fund in Equity and delivered 67.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Small Cap Fund Institutional Plan (D-Q).
Frequently Asked Questions
What is Sundaram Small Cap Fund Institutional Plan (D-Q)?
How to invest in Sundaram Small Cap Fund Institutional Plan (D-Q)?
You can invest in Sundaram Small Cap Fund Institutional Plan (D-Q) 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 Institutional Plan (D-Q)?
The minimum sip amount for Sundaram Small Cap Fund Institutional Plan (D-Q) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Small Cap Fund Institutional Plan (D-Q) good to invest in?
As per Scripbox experts, Sundaram Small Cap Fund Institutional Plan (D-Q) is a Not Recommended fund. You can investSundaram Small Cap Fund Institutional Plan (D-Q) fund 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 Institutional Plan (D-Q)?
The expense ratio of the Sundaram Small Cap Fund Institutional Plan (D-Q) is 2% for regular plan.