Sundaram Small Cap Fund - Regular Plan - Growth Option

• Alpha 3.64%
• Beta 0.88
• Sharpe Ratio0.67
• Std Deviation 16.42%
• Tracking Error 7.58%

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 3058.33 crores & has delivered CAGR of 36.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. 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 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 Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, Bank of India Small Cap Fund Regular Growth, Edelweiss Small Cap Fund Regular Growth, Mahindra Manulife Small Cap Fund Regular Growth. Sundaram Small Cap Fund - Regular Plan - Growth Option has a sharpe ratio of 0.67 & a standard deviation of 16.42%.