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

Sundaram Small Cap Fund (G)

EquitySmall Cap

260.742

NAV (Nov 08)

28.443%
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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Poor

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

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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

260.742

NAV (Nov 8)

Fund Returns

Last 1Y
33.4%
Last 3Y
19.5%
Last 5Y
28.4%
Last 10Y
15.9%
Since Inception
18.2%
6 Month CAGR
13.8%

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
1.9%
Launched 19Y ago
2005-02-15
AUM in Crores
3581.4
ISIN
INF903J01470
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14
Beta
0.8
Sharpe Ratio
1.2
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%15,40,061 8,07,44928.4%
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.

3.02%
3.023%

Others

2.66%
2.662%

KSB Ltd.

2.64%
2.638%

Ujjivan Small Finance Bank Ltd.

2.47%
2.472%

Safari Industries (India) Ltd.

2.35%
2.352%
See all holdings

Allocation by Sector

Financial

17.98%
17.982688%

Capital Goods

12.43%
12.428156%

Services

11.07%
11.070006%

Technology

8.57%
8.56673%

Healthcare

7.81%
7.814289%
See all sectors

Comparison with Equity Funds

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

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 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

14.3%

21.3%

15.3%

14.8%

9.6%

8.4%

5.8%

5%

14.6%

11.8%

Sundaram Small Cap Fund (G) Review

Sundaram Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 18.2% over 19 years. The fund has grown over a period of 19 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 11/8/2024 is ₹260.74 with the total AUM as of 11/11/2024 is ₹3581.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Small Cap Fund (G) was launched on 2005-02-15. The category risk of the fund is Very High.

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 ₹5000. 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.

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 Small Cap 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 ₹5000.

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

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.9% for regular plan.

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

Today's Sundaram Small Cap Fund (G) NAV is ₹260.74.