Sundaram Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.25 | 27.32 | 23.25 | 14.67 |
Average Rolling Returns(%) | 24.79 | 19.88 | 15.41 | 15.80 |
The Current NAV of Sundaram Small Cap Fund - Growth is ₹232.56.
You can consider SIP in Sundaram Small Cap Fund - Growth 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 250 returns, as Funds portfolio is significantly different.
Sundaram Small Cap Fund - Growth fund’s expense ratio is 1.93%
The process for redemption is
The AUM of Sundaram Small Cap Fund - Growth is currently ₹3,146 Crores.
The Top three stocks are Ujjivan Fin-Amalgama, Can Fin Homes and KSB and account for 9% 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 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 Fund is Equity - Small cap Fund.
Ravi Gopalakrishnan and Rohit Seksaria manage the Sundaram Small Cap Fund - Growth Fund.
Sundaram Small Cap Fund - Growth current PE ratio is 53.68 and PB ratio is 7.15
The asset allocation of Sundaram Small Cap Fund - Growth is Stocks : 95.09%, Debt : 2.95% and Gold : 1.91%
The minimum SIP amount for Sundaram Small Cap Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Small Cap Fund - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days