When you invest for seven years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. Therefore, you can expect higher returns in the long-term, but more severe ups and downs along the way.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small cap fund, if you need to redeem your investment in less than seven years.
Taxability of earnings:
|Equity: Small Cap||7.53||0.82||4.26||10.22||12.43||6.97||2.37||--||--||--||--|
|Rank within category||10||13||7||10||14||17||16||--||--||--||--|
|Number of funds in category||21||21||21||21||21||21||21||4||0||0||0|
As on 17-Jan-2020
|Best (Period)||Worst (Period)|
|Week||-- ( - )||-- ( - )|
|Month||15.65 (18-Feb-2019 - 20-Mar-2019)||-17.33 (07-Sep-2018 - 09-Oct-2018)|
|Quarter||20.27 (27-Sep-2017 - 27-Dec-2017)||-19.56 (24-May-2019 - 23-Aug-2019)|
|Year||26.69 (14-Feb-2017 - 14-Feb-2018)||-32.90 (25-Jan-2018 - 28-Jan-2019)|
|Equity: Small Cap*||3.47||19.99||-0.12||-0.18||0.96||-1.62|
|Rank within category||--||--||--||--||--||--|
|Number of funds in category||--||--||--||--||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-Dec-2019
|Number of Stocks||65|
|Top 10 Stocks (%)||34.36|
|Top 5 Stocks (%)||20.38|
|Top 3 Sectors (%)||44.71|
|Portfolio P/B Ratio||1.74|
|Portfolio P/E Ratio||17.97|
|Average Mkt Cap (Rs Cr)||2,610||3,280|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Navin Fluorine International||Chemicals||33.12||5.39||0.00||5.39|
|Heidelberg Cement India||Construction||17.25||4.09||0.00||3.66|
|Kalpataru Power Trans||Construction||15.39||4.10||0.00||3.36|
|Tube Investments Of India||Automobile||34.65||2.75||0.00||2.75|
|Astra Microwave Products||Communication||33.99||3.36||1.77||2.54|
|Mahindra Holidays & Resorts||Services||45.20||2.79||0.00||2.00|
|Ingersoll Rand India||Engineering||25.80||1.98||0.00||1.98|
|Johnson Controls - Hitachi Air Conditioning India||Cons Durable||57.87||2.03||0.00||1.85|
|Asian Granito India||Construction||19.05||2.89||0.00||1.68|
|Healthcare Global Enterprises||Healthcare||--||3.72||1.66||1.66|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2019
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
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The scheme seeks capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category.
|Fund House:||Sundaram Mutual Fund|
|Return Since Launch:||-1.99%|
|Benchmark:||S&P BSE Small Cap TRI|
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034
Email: [email protected]