Sundaram Small Cap Fund Growth Direct Plan Adjusted

245.35
NAV (Feb 23,2024)

Sundaram Small Cap Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Small Cap Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.79
  • P/B Ratio
    UM_URBAN_MONEY

    7.43
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.64
  • Sharpe
    UM_URBAN_MONEY

    0.26
  • Sortino
    UM_URBAN_MONEY

    0.40

Fund Overview

0.84%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

3007.86 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 25, 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 %)

15,605.31 (56.05%)23,139.79 (131.40%)33,577.29 (235.77%)11,107.02 (11.07%)12,310.03 (23.10%)
46,815.93 (56.05%)69,419.37 (131.40%)1,00,731.87 (235.77%)33,321.06 (11.07%)36,930.09 (23.10%)
78,026.55 (56.05%)1,15,698.95 (131.40%)1,67,886.45 (235.77%)55,535.1 (11.07%)61,550.15 (23.10%)
1,24,842.48 (56.05%)1,85,118.32 (131.40%)2,68,618.32 (235.77%)88,856.16 (11.07%)98,480.24 (23.10%)
1,56,053.1 (56.05%)2,31,397.9 (131.40%)3,35,772.9 (235.77%)1,11,070.2 (11.07%)1,23,100.3 (23.10%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS4.02%
  • Multi Commodity Exchange of India Ltd3.12%
  • Suven Pharmaceuticals Ltd3.06%
  • KEI Industries Ltd3.00%
  • KSB LTD2.86%
  • Can Fin Homes Ltd2.85%
  • ICICI Bank Ltd2.57%
  • Cholamandalam Financial Holdings Ltd2.42%
  • Ujjivan Financial Services Ltd2.29%
  • Radico Khaitan Ltd2.26%
  • Power Finance Corporation Ltd2.23%
  • Green Panel Industries Ltd2.18%
  • Safari Industries India Ltd2.17%
  • Cyient Ltd2.00%
  • Brigade Enterprises Ltd1.97%
  • Westlife Foodworld Ltd1.96%
  • Equitas Small Finance Bank Limited1.86%
  • State Bank of India1.80%
  • Rate Gain Travel Technologies Ltd1.72%
  • JB Chemicals & Pharmaceuticals Ltd1.68%
  • ICRA Ltd1.63%
  • HDFC Bank Ltd1.51%
  • Coforge Ltd1.48%
  • PVR INOX Ltd1.44%
  • Chalet Hotels Ltd1.37%
  • RHI Magnesita India Ltd1.33%
  • Birla Corporation Ltd1.32%
  • Neogen Chemicals Ltd1.31%
  • Firstsource Solutions Ltd1.27%
  • K P R Mill Ltd1.24%
  • Carborundum Universal Ltd1.23%
  • Procter & Gamble Health Ltd1.23%
  • Bank of India1.21%
  • Affle India Ltd1.21%
  • Birlasoft Ltd1.20%
  • Bajaj Finance Ltd1.18%
  • Sterling and Wilson Renewable Energy Ltd1.17%
  • Gujarat State Petronet Ltd1.15%
  • Tata Motors Ltd DVR1.07%
  • Navin Fluorine International Ltd1.00%
  • Sobha Developers Ltd0.99%
  • Gillette India Ltd0.98%
  • Central Depository Services India Ltd0.98%
  • Kovai Medical Center & Hospital Ltd0.97%
  • KPIT Technologies Ltd0.97%
  • Tube Investments of India Ltd0.97%
  • Balrampur Chini Mills Ltd0.97%
  • Amrutanjan Health Care Ltd0.97%
  • TD Power Systems Ltd0.95%
  • UTI Asset Management Co Ltd0.90%
  • Angel One Ltd0.86%
  • LTIMindtree Ltd0.86%
  • Aster DM Healthcare Ltd0.83%
  • S J S Enterprises Ltd0.83%
  • CSB Bank Ltd0.83%
  • PNC Infratech Ltd0.81%
  • Mold Tek Packaging Ltd0.78%
  • Dixon Technologies India Ltd0.73%
  • Computer Age Management Services Ltd0.71%
  • Sona BLW Precision Forgings Ltd0.70%
  • NIIT Learning Systems Ltd0.69%
  • Orient Electric Ltd0.67%
  • JK Cement Ltd0.67%
  • DOMS Industries Ltd0.66%
  • Triveni Turbine Ltd0.62%
  • Vedant Fashions Ltd0.56%
  • Force Motors Ltd0.56%
  • Arman Financial Services Ltd0.55%
  • Prudent Corporate Advisory Services Ltd0.51%
  • Butterfly Gandhimathi Appliances Ltd0.50%
  • INOX India Ltd0.49%
  • MM Forgings Ltd0.46%
  • TCI Express Ltd0.45%
  • Cera Sanitaryware Ltd0.38%
  • Persistent Systems Ltd0.34%
  • Go Fashion India Ltd0.31%
  • CE Info Systems Private Limited0.24%
  • Cash and Other Net Current Assets0.22%
  • Hindustan Dorr Oliver Ltd0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.44%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

25.07%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

23.45%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

21.40%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.02%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

20.37%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.46%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

16.58%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.19%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

68.09%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.30%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

53.22%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

46.76%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.02%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

47.87%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.36%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.73%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.40%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.76%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

33.02%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

32.32%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.15%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

36.91%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

30.40%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.85%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

27.79%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

26.89%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.15%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

25.14%

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