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Business News/Market/Market Stats/    Sundaram Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund - Regular Plan - Growth Option

+
  • Equity
  • Small-Cap
  • Rating 2
  • Plan
251.59 +3.20 (1.29%) NAV as on 24 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3331.22
  • CAGR 40.18%
  • Exit Load1.00%
  • Expense ratio1.93%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2005-02-15

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 26 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Ksb
  • 90.35
  • 2.71%
View More

Risk & Volitility

  • Alpha 3.64%
  • Beta 0.88
  • Sharpe Ratio1.23
  • Std Deviation 14.33%
  • Tracking Error 7.58%

About Fund

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 - Regular Plan - Growth Option has an AUM of 3331.22 crores & has delivered CAGR of 27.35% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.93%. The minimum investment in Sundaram Small Cap Fund - Regular 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 Cholamandalam Financial Holdings, Canfin Homes, Ksb & Ujjivan Small Finance Bank.

 

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

 

Some of the similar funds are Edelweiss Small Cap Fund Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, ITI Small Cap Fund Regular Growth, Mahindra Manulife Small Cap Fund Regular Growth, Motilal Oswal Small Cap Fund Regular Growth. Sundaram Small Cap Fund - Regular Plan - Growth Option has a sharpe ratio of 1.23 & a standard deviation of 14.33%.

FAQs about Sundaram Small Cap Fund - Regular Plan - Growth Option

According to the morning star rating Sundaram Small Cap Fund - Regular Plan - Growth Option has a Medium risk & Exceptional return.
Sundaram Small Cap Fund - Regular Plan - Growth Option is managed by Rohit Seksaria.
The expense ratio of Sundaram Small Cap Fund - Regular Plan - Growth Option is 1.93%.
The 5 year annualized return on Sundaram Small Cap Fund - Regular Plan - Growth Option is 27.35% & it has generated 40.18% in the last 1 year.
The minimum investment in Sundaram Small Cap Fund - Regular Plan - Growth Option is 100 Rs.
Sundaram Small Cap Fund - Regular Plan - Growth Option has an AUM of 3331.22 crores.
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