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Sundaram Small Cap Fund (Growth)

Mutual Fund Basic Detailscollapse

Scheme Category
Equity - Small Cap
AUM (Rs Cr)NAV (Rs)NAV Change
1189.79 83.53 -0.42 (From previous close)
BenchmarkExit LoadFund Manager
S&P BSE SmallCap 1 S Krishnakumar
NAV as on 18/04/2019

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Performance Analysiscollapse

Fund Performance1-M (%)3-M (%)6-M (%)1 Yr (%)3 Yr (%)5 Yr (%)Since Inception
Sundaram Small Cap Fund 0.37 4.96 7.82 -20.78 -7.67 24.26 725.99
Category Average 5.67 10.59 -4.14 17.45 42.28 - -
Return as on 18/04/2019

Statistical Analysiscollapse

Sharpe Ratio (%)Standard DeviationBetaR-Squared
0.00 20.71 0.93 0.94

Calender Returncollapse

Scheme NameYearReturn (%)
Sundaram Small Cap Fund (Growth) 2019 3.60
Sundaram Small Cap Fund (Growth) 2018 -29.17
Sundaram Small Cap Fund (Growth) 2017 53.00
Sundaram Small Cap Fund (Growth) 2016 -1.11
Sundaram Small Cap Fund (Growth) 2015 6.80

Top 10 Holdingscollapse

InstrumentNameMarket Value (Cr)Net Asset (%)
Equity Tube Investments of India Ltd 51.85 4.36
Equity Praj Industries Ltd 51.10 4.29
Equity Navin Fluorine International Ltd 48.29 4.06
Equity NRB Bearing Ltd 46.40 3.90
Equity DCB Bank Ltd 39.55 3.32
Equity JK Cement Ltd 39.42 3.31
Equity HeidelbergCEMENT India Ltd 37.78 3.18
Equity Kalpataru Power Transmission Ltd 36.85 3.10
Equity INOX Leisure Ltd 32.78 2.76
Equity Heritage Foods Ltd 32.61 2.74

Peer Performancecollapse

Scheme NameDSIJ RankingNAV (₹)AMU (₹Cr)1-Yr Retrun (%)Expense Ratio (%)
Indiabulls Value Discovery Fund (Growth) 1 11.86 40.00 -12.08 2.7900
Invesco India Smallcap Fund (Growth) 7 10.61 252.00 0.00 2.8100
Aditya Birla Sun Life Small Cap Fund (Growth) 21 35.08 2447.00 -16.08 2.3500
Quant Large and Mid Cap Fund (Growth) 30 36.89 5.00 -2.66 2.5000
HDFC Small Cap Fund - Regular Plan (Growth) 37 44.11 7544.00 -5.41 2.0600
Reliance Small Cap Fund (Growth) 49 40.33 8063.00 -11.60 2.2900
Sundaram Select Micro Cap Series XII (Growth) 87 10.09 74.00 -18.79 2.7700
Sundaram Select Micro Cap Series XI (Growth) 92 10.45 101.00 -19.13 2.7900
Sundaram Small Cap Fund (Growth) 102 83.53 1190.00 -20.78 2.2600
Sundaram Select Micro Cap Series XIV (Growth) 134 9.20 124.00 -20.40 2.7500
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