Active Stocks
Mon Apr 15 2024 15:59:36
  1. Tata Steel share price
  2. 160.90 -1.59%
  1. ITC share price
  2. 425.90 -0.98%
  1. State Bank Of India share price
  2. 757.75 -1.17%
  1. ICICI Bank share price
  2. 1,078.80 -2.30%
  1. NTPC share price
  2. 361.35 -0.08%
Business News/Market/Market Stats/    Sundaram Small Cap Fund - Institutional Plan - Growth Option

Sundaram Small Cap Fund - Institutional Plan - Growth Option

+
  • Equity
  • Small-Cap
  • Rating 3
  • Plan
165.76 +1.41 (0.86%) NAV as on 31 Dec, 2021
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2039.88
  • CAGR 67.71%
  • Exit Load1.00%
  • Expense ratio2.09%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2009-11-30

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 117.21
  • 3.84%
  • KSB
  • 85.04
  • 2.78%
View More

Risk & Volitility

  • Alpha 4.59%
  • Beta 0.88
  • Sharpe Ratio0.76
  • Std Deviation 29.21%
  • Tracking Error 7.57%

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 - Institutional Plan - Growth Option has an AUM of 2039.88 crores & has delivered CAGR of 16.27% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Sundaram Small Cap Fund - Institutional 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, Multi Commodity Exchange Of India, Canfin Homes & KSB.

 

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

 

Sundaram Small Cap Fund - Institutional Plan - Growth Option has a sharpe ratio of 0.76 & a standard deviation of 29.21%.

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

According to the morning star rating Sundaram Small Cap Fund - Institutional Plan - Growth Option has a Medium risk & Exceptional return.
Sundaram Small Cap Fund - Institutional Plan - Growth Option is managed by Ravi Gopalakrishnan,Sudhir Kedia.
The expense ratio of Sundaram Small Cap Fund - Institutional Plan - Growth Option is 2.09%.
The 5 year annualized return on Sundaram Small Cap Fund - Institutional Plan - Growth Option is 16.27% & it has generated 67.71% in the last 1 year.
The minimum investment in Sundaram Small Cap Fund - Institutional Plan - Growth Option is 100 Rs.
Sundaram Small Cap Fund - Institutional Plan - Growth Option has an AUM of 2039.88 crores.
Recommended For You