Sundaram Small Cap Fund Growth Direct Plan Adjusted

252.68
NAV (Apr 26,2024)

Invest in Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted) and enjoy the benefits of a high-growth investment option. With an expense ratio of 0.85%, this fund has performed well with a PE ratio of 41.0577 and a PB ratio of 6.9601. The scheme has an AUM of INR 3055.58 crore, and the minimum investment amount is INR 100. Established in 2013, this fund offers a great opportunity for investors looking for long-term capital growth.

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

    40.97
  • P/B Ratio
    UM_URBAN_MONEY

    6.74
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.70
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

2958.23 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

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 %)

15,523.03 (55.23%)22,558.89 (125.59%)30,804.47 (208.04%)10,668.24 (6.68%)12,453.41 (24.53%)
46,569.09 (55.23%)67,676.67 (125.59%)92,413.41 (208.04%)32,004.72 (6.68%)37,360.23 (24.53%)
77,615.15 (55.23%)1,12,794.45 (125.59%)1,54,022.35 (208.04%)53,341.2 (6.68%)62,267.05 (24.53%)
1,24,184.24 (55.23%)1,80,471.12 (125.59%)2,46,435.76 (208.04%)85,345.92 (6.68%)99,627.28 (24.53%)
1,55,230.3 (55.23%)2,25,588.9 (125.59%)3,08,044.7 (208.04%)1,06,682.4 (6.68%)1,24,534.1 (24.53%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

EQUITY

Very High

35.75%

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

EQUITY

Very High

35.02%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

34.76%

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

EQUITY

Very High

25.27%

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

EQUITY

Very High

22.11%

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

EQUITY

Very High

22.02%

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

EQUITY

Very High

21.04%

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

EQUITY

Very High

17.96%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

13.74%

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

EQUITY

Very High

12.99%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

75.57%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

72.00%

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

EQUITY

Very High

69.20%

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

EQUITY

Very High

66.28%

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

EQUITY

Very High

57.88%

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

EQUITY

Very High

56.11%

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

EQUITY

Very High

48.04%

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%

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

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

40.85%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

39.32%

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%

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

EQUITY

Very High

31.15%

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

EQUITY

Very High

30.32%

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

EQUITY

Very High

28.84%

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

EQUITY

Very High

25.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

30.40%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

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

EQUITY

Very High

26.26%

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

EQUITY

Very High

25.15%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

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

EQUITY

Very High

23.95%

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

EQUITY

Very High

23.73%

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

EQUITY

Very High

23.31%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

Fund Managers

RG

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.

RS

Mr. Rohit Seksaria

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Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)

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