• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Small Cap Fund Institutional Plan Transfer (Dividend Payout - Quarterly)

Formerly Sundaram Small Cap Instl DS

Sundaram Mutual Fund

Sundaram Small Cap Fund Institutional Plan Transfer (Dividend Payout - Quarterly)

EquitySmall Cap

29.5783

NAV (Dec 31)

16.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 2,044 Cr

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

View all 7 analysis

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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

29.5783

NAV (Dec 31)

Fund Returns

Last 1Y

61.9%

Last 3Y

24.8%

Last 5Y

16.6%

Last 10Y

21.1%

Since Inception

12.3%

6 Month CAGR

19.1%

Scheme Information

Investment Objective

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

2.12

Launched (13y ago)

Sep 24, 2009

AUM in Crores

2043.523

ISIN

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2021-12-31

Top Stock Holdings

treps

4.1%
4.1%

ksb ltd

3.4%
3.4%

can fin homes ltd

3.2%
3.2%

kpit technologies ltd

3%
3%

westlife development ltd

2.6%
2.6%
See all holdings

Allocation by Sector

financial services

23%
23%

consumer cyclical

21%
21%

industrials

20.6%
20.6%

technology

10.3%
10.3%

healthcare

7%
7%
See all sectors

Compare Sundaram Small Cap Fund Institutional Plan Transfer (Dividend Payout - Quarterly)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,015 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.6%

    8.4%

    14.7%

    11%

    13.3%

    13.5%

    12.1%

    7.3%

    13.1%

    13.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) Review

    Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) is a Small Cap Equity fund and has delivered an annualised return of 12.3% over a period of 13 years. The fund was previously known as Sundaram Small Cap Instl DS. 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 Transfer (D-Q) as of 12/31/2021 is ₹29.58 with the total AUM as of 10/6/2022 is ₹2043.523. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund Institutional Plan Transfer (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 Transfer (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 Transfer (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 Transfer (D-Q) is rated as a 2 fund in Equity and delivered 61.9% 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 Transfer (D-Q).

    Frequently Asked Questions

    What is Sundaram Small Cap Fund Institutional Plan Transfer (D-Q)?

    Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Small Cap Fund Institutional Plan Transfer (D-Q)?

    You can invest in Sundaram Small Cap Fund Institutional Plan Transfer (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 Transfer (D-Q)?

    The minimum sip amount for Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) good to invest in?

    As per Scripbox experts, Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) is a Neutral fund. You can investSundaram Small Cap Fund Institutional Plan Transfer (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 Transfer (D-Q)?

    The expense ratio of the Sundaram Small Cap Fund Institutional Plan Transfer (D-Q) is 2.12% for regular plan.