Sundaram Small Cap Fund - Direct Plan - Growth Option

• Alpha 4.60%
• Beta 0.88
• Sharpe Ratio0.74
• Std Deviation 16.43%
• Tracking Error 7.57%

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

The Sundaram Small Cap Fund - Direct Plan - Growth Option has an AUM of 3058.33 crores & has delivered CAGR of 37.16% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.88%. The minimum investment in Sundaram Small Cap Fund - Direct Plan - Growth Option is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps, Aster Dm Healthcare, Pnb Housing Finance & Affle India.

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Consumer Financial Services.

Some of the similar funds are ITI Small Cap Fund Direct Growth, Bank of India Small Cap Fund Direct Growth, Edelweiss Small Cap Fund Direct Growth, Sundaram Small Cap Fund - Direct Plan - Growth Option, Mahindra Manulife Small Cap Fund Direct Growth. Sundaram Small Cap Fund - Direct Plan - Growth Option has a sharpe ratio of 0.74 & a standard deviation of 16.43%.