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Sundaram Small Cap Fund Regular Plan - Growth

Fund House:
Sundaram Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
10-02-2005
ISIN Number:
INF903J01470
Minimum Investment:
100
Minimum SIP:
250
Total Assets: (29-11-2024):
3424.69
Nav (20-12-2024)
258.8524
CAGR Since Inception:
17.74
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-11-2024)::
1.94 %
Risko-Meter:
Very High
Exit Load:
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Sundaram Small Cap Fund Regular Plan - Growth 22.89 30.52 21.78 28.47 14.9
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 49.08 46.96 30.65 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 43.33 33.87 26.34 30.59 0
Invesco India Smallcap Fund - Regular Plan - Growth 41.55 39.42 28.25 32.46 0
ITI Small Cap Fund - Regular Plan - Growth Option 39.67 41.47 26.03 0 0
Tata Small Cap Fund-Regular Plan-Growth 36.64 32.04 26.69 32.45 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 34.8 35.23 25.09 37.18 0
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 34.07 41.51 0 0 0
HSBC Small Cap Fund - Regular Growth 32.76 36.26 27.27 31.77 20.78
Nippon India Small Cap Fund - Growth Plan - Growth Option 31.1 35.89 29.29 35.8 22.32
Fund Manager
Ravi Gopalakrishnan, Rohit Seksaria:
Scheme Objective
The scheme aims to achieve capital appreciation by investing atleast 65 per cent of its assets in diversified stocks that are generally termed as 'small and mid caps'. Small and midcaps are defined as any equity stock whose market capitalization is equal to or lower than the market capitalization of the largest market capitalization stock in CNX Midcap 200 index. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Sundaram Small Cap Fund Regular Plan - Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 17.74% 13.95% 22.29%
1 Year 22.89% 12.84% 30.38%
3 Year 21.78% 13.73% 24.11%
5 Year 28.47% 15.28% 31.56%
10 Year 14.90% 12.46% 18.44%
Nav / Index Value as on2024-12-22 3,424.69% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -1.08
Debt 0.57
Cash & Cash Equivalents 5.06
Equity 95.5
Company Holding
SAFARI INDUSTRIES (INDIA) LIMITED 2.93
MCX INDIA LIMITED 2.71
ASTER DM HEALTHCARE LIMITED 2.47
AFFLE (INDIA) LIMITED 2.32
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED 2.23
GREENPANEL INDUSTRIES LIMITED 2.16
RATEGAIN TRAVEL TECHNOLOGIES LIMITED 2.1
BRIGADE ENTERPRISES LIMITED 1.98
UJJIVAN SMALL FINANCE BANK LIMITED 1.96
BALRAMPUR CHINI MILLS LIMITED 1.91
FAQ's of Sundaram Small Cap Fund Regular Plan - Growth
How do I use the SIP Calculator to calculate Sundaram Mutual Fund ?

To calculate the Sundaram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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