FAQ : Sundaram Small Cap Fund - Growth - Direct Plan

Sundaram Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 52.77 30.11 25.02 14.65
Average Rolling Returns(%) 25.38 18.60 13.33 18.75

The Current NAV of Sundaram Small Cap Fund - Growth - Direct Plan is ₹237.60.

You can consider SIP in Sundaram Small Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.

Sundaram Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.85%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Small Cap Fund - Growth - Direct Plan is currently ₹3,056 Crores.

The Top three stocks are Multi Commodity Exch, Can Fin Homes and KSB and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 25% of fund’s portfolio respectively.

Top three sectors of Sundaram Small Cap Fund - Growth - Direct Plan fund are BFSI, IT and Capital Goods accounting for 52% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.

Ravi Gopalakrishnan and Rohit Seksaria manage the Sundaram Small Cap Fund - Growth - Direct Plan Fund.

Sundaram Small Cap Fund - Growth - Direct Plan current PE ratio is 41.06 and PB ratio is 6.96

The asset allocation of Sundaram Small Cap Fund - Growth - Direct Plan is Stocks : 95.14%, Debt : 3.83% and Gold : 1.01%

The minimum SIP amount for Sundaram Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Small Cap Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.