Item: Sundaram Small Cap Fund - Institutional Plan - Growth Option
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Small Cap Fund - Institutional Plan - Growth Option

165.759 (0.858%)

NAV on December 31, 2021

Category Equity:
Small-Cap

Investment StyleBox

Mid Growth

Total Assets 3,563 cr

Turnover Ratio 82.29%

Expense Ratio 1.97%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager Rohit Seksaria (Since over 3 years) Shalav Saket (Since about 2 months)

ISIN INF903J01504

Fund Family Sundaram

P/E Ratio 26.43

P/B Ratio 3.18

Launch Date November 30, 2009

Benchmark Nifty Smallcap 250 TR INR

Financial 20.95%

Industrial 21.7%

Technology 3.97%

Basic Materials 9.45%

Consumer Cyclical 20.9%

Utilities Services 1.21%

Healthcare Services 12.40%

Energy Services 0.00%

Communication Services 4.47%

Consumer Defensive 2.71%

Real Estate 2.24%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bandhan Small Cap Fund Direct Growth	52.297	9.88%	25,346 cr	0.34%	Above Average
Invesco India Smallcap Fund Direct Growth	47.520	9.09%	11,038 cr	0.52%	Average
Mahindra Manulife Small Cap Fund Direct Growth	20.806	8.84%	4,462 cr	0.43%	Above Average
Nippon India Small Cap Fund - Direct Plan - Growth Plan	193.592	6.90%	72,673 cr	0.67%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Union Small Cap Fund Direct Growth	59.380	19.00%	1,980 cr	1.08%	Average
Bank of India Small Cap Fund Direct Growth	55.420	12.64%	2,168 cr	0.51%	Above Average
DSP Small Cap Fund Direct Plan Growth	223.140	11.47%	17,906 cr	0.8%	Above Average
Motilal Oswal Small Cap Fund Direct Growth	15.072	11.33%	6,206 cr	0.81%	-
Bandhan Small Cap Fund Direct Growth	52.297	9.88%	25,346 cr	0.34%	Above Average
Invesco India Smallcap Fund Direct Growth	47.520	9.09%	11,038 cr	0.52%	Average
Mahindra Manulife Small Cap Fund Direct Growth	20.806	8.84%	4,462 cr	0.43%	Above Average