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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
233.66 +0.30 (0.13%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3145.73
  • CAGR 46.84%
  • Exit Load1.00%
  • Expense ratio1.95%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2005-02-15

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 100.20
  • 3.19%
  • Ujjivan Financial Services Limited
  • 93.23
  • 2.96%
  • KSB
  • 86.80
  • 2.76%
View More

Risk & Volitility

  • Alpha 3.64%
  • Beta 0.88
  • Sharpe Ratio1.39
  • Std Deviation 14.45%
  • 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 3145.73 crores & has delivered CAGR of 23.58% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.95%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Treps, Ujjivan Financial Services Limited, Canfin Homes & KSB.

 

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

 

Some of the similar funds are Edelweiss Small Cap Fund Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, UTI Small Cap Fund Regular Growth, ITI 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 1.39 & a standard deviation of 14.45%.

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 Moderate risk & Exceptional return.
Sundaram Small Cap Fund - Regular Plan - Growth Option is managed by Ravi Gopalakrishnan,Rohit Seksaria.
The expense ratio of Sundaram Small Cap Fund - Regular Plan - Growth Option is 1.95%.
The 5 year annualized return on Sundaram Small Cap Fund - Regular Plan - Growth Option is 23.58% & it has generated 46.84% 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 3145.73 crores.
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