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Sundaram Small Cap Fund Growth
NAV (Apr 26,2024)
Sundaram Small Cap Fund - Growth is an established mutual fund scheme that focuses on investing in small cap stocks in India. With a minimum investment requirement of INR 100, the fund offers investors the opportunity to benefit from the growth potential of small cap companies. As of the latest available data, the expense ratio is 1.97% and the PE ratio is 41.06. The fund has a total asset under management (AUM) of INR 3055.58 crore.
Sundaram Small Cap Fund Growth Latest Trend
- 1M
- 2M
- 3M
Sundaram Small Cap Fund Growth Latest Trend
Risk Ratios
- P/E Ratio40.97
- P/B Ratio6.74
- Alpha0.02
- Beta0.70
- Sharpe0.22
- Sortino0.32
Fund Overview
1.95%
0%
No Lock-in
₹ 2958.23 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,639.3 (6.39%) | ₹ 12,384.73 (23.85%) | ₹ 15,351.5 (53.52%) | ₹ 21,414.61 (114.15%) | ₹ 27,985.12 (179.85%) |
₹ 30,000 | ₹ 31,917.9 (6.39%) | ₹ 37,154.19 (23.85%) | ₹ 46,054.5 (53.52%) | ₹ 64,243.83 (114.15%) | ₹ 83,955.36 (179.85%) |
₹ 50,000 | ₹ 53,196.5 (6.39%) | ₹ 61,923.65 (23.85%) | ₹ 76,757.5 (53.52%) | ₹ 1,07,073.05 (114.15%) | ₹ 1,39,925.6 (179.85%) |
₹ 80,000 | ₹ 85,114.4 (6.39%) | ₹ 99,077.84 (23.85%) | ₹ 1,22,812 (53.52%) | ₹ 1,71,316.88 (114.15%) | ₹ 2,23,880.96 (179.85%) |
₹ 1,00,000 | ₹ 1,06,393 (6.39%) | ₹ 1,23,847.3 (23.85%) | ₹ 1,53,515 (53.52%) | ₹ 2,14,146.1 (114.15%) | ₹ 2,79,851.2 (179.85%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- KSB LTD2.96%
- Can Fin Homes Ltd2.86%
- TREPS2.72%
- Cholamandalam Financial Holdings Ltd2.64%
- Ujjivan Financial Services Ltd2.43%
- Radico Khaitan Ltd2.40%
- Power Finance Corporation Ltd2.32%
- KEI Industries Ltd2.28%
- Safari Industries India Ltd2.26%
- Multi Commodity Exchange of India Ltd2.26%
- Suven Pharmaceuticals Ltd2.17%
- Westlife Foodworld Ltd2.07%
- Equitas Small Finance Bank Limited1.94%
- Brigade Enterprises Ltd1.88%
- Sundaram Liquid Fund Direct Growth1.87%
- Green Panel Industries Ltd1.83%
- Cyient Ltd1.77%
- Chalet Hotels Ltd1.75%
- JB Chemicals & Pharmaceuticals Ltd1.74%
- Union Bank of India1.73%
- Rate Gain Travel Technologies Ltd1.72%
- ICICI Bank Ltd1.67%
- Sobha Developers Ltd1.59%
- ICRA Ltd1.58%
- Bank of India1.50%
- Carborundum Universal Ltd1.43%
- Bajaj Finance Ltd1.41%
- State Bank of India1.41%
- Firstsource Solutions Ltd1.38%
- Tata Motors Ltd DVR1.37%
- Sterling and Wilson Renewable Energy Ltd1.37%
- Gujarat State Petronet Ltd1.36%
- Birla Corporation Ltd1.32%
- Coforge Ltd1.32%
- Angel One Ltd1.28%
- K P R Mill Ltd1.27%
- RHI Magnesita India Ltd1.27%
- Birlasoft Ltd1.25%
- Affle India Ltd1.21%
- Procter & Gamble Health Ltd1.19%
- PVR INOX Ltd1.17%
- TD Power Systems Ltd1.10%
- Kovai Medical Center & Hospital Ltd1.08%
- HDFC Bank Ltd1.08%
- CSB Bank Ltd1.08%
- Neogen Chemicals Ltd1.07%
- PNC Infratech Ltd1.02%
- Amrutanjan Health Care Ltd1.02%
- Aster DM Healthcare Ltd0.98%
- Tube Investments of India Ltd0.95%
- Central Depository Services India Ltd0.93%
- NIIT Learning Systems Ltd0.91%
- Gillette India Ltd0.91%
- Balrampur Chini Mills Ltd0.87%
- BSE Ltd0.86%
- S J S Enterprises Ltd0.86%
- UTI Asset Management Co Ltd0.86%
- Dixon Technologies India Ltd0.85%
- DOMS Industries Ltd0.84%
- Navin Fluorine International Ltd0.82%
- Triveni Turbine Ltd0.80%
- Computer Age Management Services Ltd0.79%
- LTIMindtree Ltd0.78%
- JK Cement Ltd0.73%
- INOX India Ltd0.69%
- Mold Tek Packaging Ltd0.68%
- Orient Electric Ltd0.58%
- Prudent Corporate Advisory Services Ltd0.54%
- Arman Financial Services Ltd0.42%
- MM Forgings Ltd0.42%
- KPIT Technologies Ltd0.41%
- Medi Assist Healthcare Services Ltd0.37%
- Persistent Systems Ltd0.37%
- Butterfly Gandhimathi Appliances Ltd0.37%
- TCI Express Ltd0.34%
- Cera Sanitaryware Ltd0.33%
- Cash and Other Net Current Assets0.33%
- Hindustan Dorr Oliver Ltd0.00%
- IT - Software8.54%
- Bank - Private5.77%
- Finance Term Lending4.75%
- Bank - Public4.65%
- Miscellaneous3.05%
- Compressors / Pumps2.96%
- Finance - Housing2.86%
- Finance - Investment2.64%
- BPO/ITeS2.58%
- Cable2.28%
- Restaurants2.07%
- Chemicals1.89%
- Finance - NBFC1.84%
- Wood & Wood Products1.83%
- Depository Services1.73%
- Ratings1.58%
- Abrasives1.43%
- Finance - Others1.40%
- Diversified1.32%
- Textile1.27%
- Refractories1.27%
- Electric Equipment1.10%
- Cycles0.95%
- Sugar0.87%
- Auto Ancillary0.86%
- Plastic Products0.68%
- Forgings0.42%
- Business Support0.37%
- Logistics0.34%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.75% |
ITI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.02% |
Quant Small Cap Fund - Growth | EQUITY | Very High | 34.76% |
Bank of India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.27% |
Edelweiss Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.11% |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.02% |
Canara Robeco Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.04% |
DSP Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 17.96% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 13.74% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 12.99% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 75.57% |
Quant Small Cap Fund - Growth | EQUITY | Very High | 72.00% |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 69.20% |
ITI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 66.28% |
Nippon India Small Cap Fund - Growth | EQUITY | Very High | 57.88% |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 56.11% |
Edelweiss Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 48.04% |
DSP Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 46.76% |
Canara Robeco Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 41.18% |
Tata Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 40.76% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Small Cap Fund - Growth | EQUITY | Very High | 40.85% |
Quant Small Cap Fund - Growth | EQUITY | Very High | 39.32% |
Tata Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.73% |
Canara Robeco Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 34.40% |
Edelweiss Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.76% |
Bank of India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.39% |
DSP Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 31.15% |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 30.32% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.84% |
ITI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.03% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Small Cap Fund - Growth | EQUITY | Very High | 30.40% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 27.32% |
Union Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.71% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.26% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.15% |
HSBC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.09% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.95% |
Franklin India Smaller Companies Fund - Growth | EQUITY | Very High | 23.73% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 23.31% |
Aditya Birla Sun Life Small Cap Fund - Growth | EQUITY | Very High | 18.27% |
Fund Managers
Mr. Ravi GopalakrishnanHead - Equity
Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
Mr. Rohit Seksaria
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