To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation.
The Sundaram Emerging Small Cap Ser V Regular Growth has an AUM of 83.88 crores & has delivered CAGR of 15.72% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.34%. The minimum investment in Sundaram Emerging Small Cap Ser V Regular Growth is Rs 5000 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Reverse Repo, Treps & Cash And Other Net Current Assets.
Sundaram Emerging Small Cap Ser V Regular Growth has a sharpe ratio of 1.67 & a standard deviation of 17.61%.
You have to be logged in to add this to Watchlist.
