Buy Sundaram Small Cap Fund(G) - Equity Mutual Fund - NAV, AUM, Portfolio, Performance, Returns.

Sundaram Small Cap Fund(G)

As on Oct-01-2020 change fund

77.93

0.73 (0.94%)

fund objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	63.77	87.88	98.51	84.43	52.52
Net Assets(Rs Crores) (as on 31-Mar-2020)	1086.33	1171.49	1277.64	1189.79	731.55
Scheme Returns(%)(Absolute)	-11.43	37.12	10.91	-16.11	-38.20
B'mark Returns(%)(Absolute)	-14.55	40.13	10.18	-15.85	-46.65
Category Rank	231/317	40/312	128/353	260/261	213/234

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	22.02	20.46	NA	NA
2019-2020	-3.86	-9.15	2.36	-30.42
2018-2019	-9.59	-12.80	3.46	5.08
2017-2018	9.15	-0.86	19.29	-13.17
2016-2017	14.47	6.83	-6.50	20.52

Top 10 holdings

company	(%)
Tube Investments of India Ltd.	4.70
Navin Fluorine International L...	4.57
Timken India Ltd.	3.78
JK Cement Ltd.	3.65
Laurus Labs Ltd.	2.92
Amrutanjan Health Care Ltd.	2.87
Johnson Controls - Hitachi Air...	2.81
Brigade Enterprises Ltd.	2.80
Heritage Foods Ltd.	2.60
Multi Commodity Exchange Of In...	2.52

Top 10 sectors

sectors	(%)
Cement & Construction Materials	11.37
Pharmaceuticals & Drugs	9.42
Chemicals	5.89
Bearings	5.36
Cycles	4.70
IT - Software	4.31
Bank - Private	4.17
Engineering - Industrial Equipments	3.66
Construction - Real Estate	3.58
Electric Equipment	2.90

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Small Cap Fund-Inst(G)	Small-Growth	27-Nov-2009	1,041.16	5.50	4.43	20.88	8.04	-5.59	3.16	8.21	9.91	BUY SIP
Axis Small Cap Fund-Reg(G)	Small-Growth	29-Nov-2013	2,720.15	4.58	4.19	19.49	11.02	9.19	11.36	NA	19.24	BUY SIP
SBI Small Cap Fund-Reg(G)	Small-Growth	09-Sep-2009	5,039.25	3.98	2.78	20.52	13.78	5.96	13.49	16.66	17.35	BUY SIP
Quant Small Cap Fund(G)	Small-Growth	16-Oct-1996	33.64	5.93	8.04	43.33	54.74	5.77	6.67	9.01	8.29	BUY SIP
Kotak Small Cap Fund(G)	Small-Growth	24-Feb-2005	1,667.02	5.00	5.36	24.41	15.53	3.16	8.75	10.73	14.25	BUY SIP
Nippon India Small Cap Fund(G)	Small-Growth	16-Sep-2010	9,285.32	4.73	3.60	22.28	14.26	2.66	10.95	15.46	15.41	BUY SIP
Union Small Cap Fund-Reg(G)	Small-Growth	10-Jun-2014	368.07	4.12	4.46	26.75	21.34	2.27	5.77	NA	7.64	BUY SIP
DSP Small Cap Fund-Reg(G)	Small-Growth	14-Jun-2007	5,149.02	7.06	5.40	24.18	21.30	0.68	7.88	13.03	14.55	BUY SIP
HDFC Small Cap Fund-Reg(G)	Small-Growth	03-Apr-2008	8,645.20	5.61	2.58	19.48	0.11	0.33	8.35	8.82	11.37	BUY SIP
ICICI Pru Smallcap Fund(G)	Small-Growth	18-Oct-2007	1,364.94	4.70	3.46	23.24	7.07	0.05	6.00	8.92	7.66	BUY SIP
L&T Emerging Businesses Fund-Reg(G)	Small-Growth	12-May-2014	5,252.23	5.48	4.69	19.92	0.01	-3.39	8.55	NA	13.34	BUY SIP
IDBI Small Cap Fund(G)	Small-Growth	21-Jun-2017	114.74	5.07	4.23	20.48	2.70	-3.40	NA	NA	-2.77	BUY SIP
HSBC Small Cap Equity Fund(G)	Small-Growth	19-May-2005	303.22	6.33	5.59	21.28	6.89	-4.31	3.94	5.77	10.61	BUY SIP
Franklin India Smaller Cos Fund(G)	Small-Growth	13-Jan-2006	5,701.65	4.81	4.17	21.38	-1.77	-4.91	4.50	11.61	11.25	BUY SIP
Aditya Birla SL Small Cap Fund(G)	Small-Growth	31-May-2007	2,116.61	5.02	4.54	23.42	1.49	-7.50	4.47	8.33	8.59	BUY SIP
BOI AXA Small Cap Fund-Reg(G)	Small-Growth	19-Dec-2018	72.42	5.31	6.21	29.64	36.90	NA	NA	NA	19.22	BUY SIP
Canara Rob Small Cap Fund-Reg(G)	Small-Growth	15-Feb-2019	447.40	5.14	5.42	26.19	27.15	NA	NA	NA	9.90	BUY SIP
Principal Small Cap Fund-Reg(G)	Small-Growth	13-May-2019	192.94	5.02	4.01	21.12	24.27	NA	NA	NA	13.55	BUY SIP
Edelweiss Small Cap Fund-Reg(G)	Mid-Growth	07-Feb-2019	502.68	4.99	4.49	23.10	18.52	NA	NA	NA	14.75	BUY SIP
Invesco India Smallcap Fund-Reg(G)	Small-Growth	30-Oct-2018	614.37	4.58	3.16	16.29	14.09	NA	NA	NA	7.15	BUY SIP
Tata Small Cap Fund-Reg(G)	Small-Growth	12-Nov-2018	681.53	4.63	3.21	16.34	10.10	NA	NA	NA	5.62	BUY SIP
Sundaram Emerging Small Cap-Sr-II-Reg(G)	Small-Growth	09-Apr-2018	150.51	4.86	1.26	14.08	-3.57	NA	NA	NA	-9.98	BUY SIP
IDFC Emerging Businesses Fund-Reg(G)	Small-Growth	25-Feb-2020	646.57	5.89	5.54	25.80	NA	NA	NA	NA	25.80	BUY SIP
ITI Small Cap Fund-Reg(G)	Small-Growth	17-Feb-2020	236.86	3.76	1.64	15.68	NA	NA	NA	NA	-4.52	BUY SIP

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