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  • Sundaram Small Cap Fund (Growth)

Formerly Sundaram SMILE Gr

Sundaram Small Cap Fund (Growth)

Sundaram Small Cap Fund (Growth)

EquitySmall Cap

135.4539

NAV (Jul 29)

11.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,461 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.27 %
Launched (16y ago)
Feb 15, 2005
AUM in Crores
₹ 1,461
ISIN
INF903J01470
Lock-in
No Lock-in
Benchmark
IISL NIFTY Smallcap 100 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Ratish Varier

Fund Manager

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Rohit Seksaria

Fund Manager

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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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

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Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 34,149 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,595 Cr

    Fund Size

    15.20%

    5 Year CAGR

    5 Y CAGR

    Sundaram Low Duration fund (G)

    Sundaram Low Duration fund (G)

    Low Duration

    Top Ranked

    ₹ 377 Cr

    Fund Size

    2.80%

    3 Year CAGR

    3 Y CAGR

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,949 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,949 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,131 Cr

    Fund Size

    9.40%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Sundaram Small Cap Fund (G)

    About Sundaram Small Cap Fund (G)

    Sundaram Small Cap Fund (G) is a small cap equity fund and has delivered an annualised return of 17.1% over a period of 16 years .The fund was previously known as Sundaram SMILE Gr.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Ratish Varier, Rohit Seksaria

    Sundaram Small Cap Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Small Cap Fund (G) NAV,AUM,Risk

    The Sundaram Small Cap Fund (G) fund was launched on Feb 15, 2005. The NAV (Net Asset Value) of this small cap equity as of 2021-07-29 is ₹ 135.4539. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 1460.704. The category risk of the Sundaram Small Cap Fund (G) fund is Very High Risk. The fund charges 2.27 % as expense ratio.

    Sundaram Small Cap Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 94.0% in this asset class. The top three holdings of the fund are laurus labs ltd,persistent systems ltd and navin fluorine international ltd

    Sundaram Small Cap Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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 ₹ 5000.

    Sundaram Small Cap Fund (G) Investment volatility and Horizon

    This fund 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 100 TR INR

    Sundaram Small Cap Fund (G) Review

    Sundaram Small Cap Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Small Cap Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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