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Sundaram Select Micro Cap Series IV (Growth)

Mutual Fund Basic Detailscollapse

Scheme Category
Equity - Small Cap
AUM (Rs Cr)NAV (Rs)NAV Change
44.12 29.03 -0.21 (From previous close)
BenchmarkExit LoadFund Manager
S&P BSE SmallCap Nil S Krishnakumar
NAV as on 18/01/2019

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Performance Analysiscollapse

Fund Performance1-M (%)3-M (%)6-M (%)1 Yr (%)3 Yr (%)5 Yr (%)Since Inception
Sundaram Select Micro Cap Series IV 0.05 2.74 -2.83 -17.15 19.89 39.4 188.16
Category Average 3.28 -1.97 -8.29 14.82 31.97 - -
Return as on 18/01/2019

Statistical Analysiscollapse

Sharpe Ratio (%)Standard DeviationBetaR-Squared
55.38 18.30 0.70 0.93

Calender Returncollapse

Scheme NameYearReturn (%)
Sundaram Select Micro Cap Series IV (Growth) 2019 -0.59
Sundaram Select Micro Cap Series IV (Growth) 2018 -16.56
Sundaram Select Micro Cap Series IV (Growth) 2017 49.46
Sundaram Select Micro Cap Series IV (Growth) 2016 -4.33
Sundaram Select Micro Cap Series IV (Growth) 2015 15.95

Top 10 Holdingscollapse

InstrumentNameMarket Value (Cr)Net Asset (%)
treps/reverse repo TREPS 24.46 55.42
Equity MM Forgings Ltd 1.39 3.14
Equity KSB Ltd 1.35 3.05
Equity DCB Bank Ltd 1.31 2.96
Equity Subros Ltd 1.23 2.79
Equity Blue Star Ltd 1.16 2.62
Equity HeidelbergCEMENT India Ltd 1.04 2.36
Equity Ujjivan Financial Services Ltd 0.90 2.04
Equity NCC Ltd 0.80 1.80
Equity Creditaccess Grameen Ltd 0.79 1.79

Peer Performancecollapse

Scheme NameDSIJ RankingNAV (₹)AMU (₹Cr)1-Yr Retrun (%)Expense Ratio (%)
Sundaram Select Micro Cap Series III (Growth) 2 30.63 59.00 -18.59 2.8700
Sundaram Select Micro Cap Series IV (Growth) 4 29.10 44.00 -18.47 2.8700
Aditya Birla Sun Life Small Cap Fund (Growth) 7 33.99 2232.00 -24.88 2.0600
BOI AXA Small Cap Fund (Growth) 11 10.10 30.00 0.00
Sundaram Select Micro Cap Series X (Growth) 14 13.23 42.00 -25.79 2.7100
Indiabulls Value Discovery Fund (Growth) 15 11.66 42.00 -21.40 2.7900
Sundaram Select Micro Cap Series IX (Growth) 16 13.31 65.00 -25.87 2.6800
Sundaram Select Micro Cap Series VIII (Growth) 19 13.38 109.00 -25.68 2.6600
Invesco India Smallcap Fund (Growth) 21 10.18 172.00 0.00 2.8900
Sundaram Small Cap Fund (Growth) 22 80.20 1088.00 -29.91 2.3500
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