1 Lakh
Investment Grown toSuitability:
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from 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. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for 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:
Capital gains
Dividends
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YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
---|---|---|---|---|---|---|---|---|---|---|---|
Fund | 20.60 | 1.46 | 1.43 | 16.47 | 35.35 | 52.35 | 34.93 | 2.59 | -- | -- | -- |
S&P BSE 250 SmallCap TRI | 14.17 | 1.83 | 2.71 | 12.17 | 28.19 | 39.61 | 38.94 | 2.91 | -- | -- | -- |
Equity: Small Cap | 12.21 | 1.13 | 0.96 | 11.37 | 26.56 | 36.54 | 28.80 | 1.75 | -- | -- | -- |
Rank within category | 1 | 3 | 7 | 1 | 1 | 1 | 3 | 3 | -- | -- | -- |
Number of funds in category | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 7 | 0 | 0 | 0 |
As on 25-Feb-2021
Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
---|---|---|---|---|---|---|---|
Sundaram Value Fund Series VII - Regular Plan | Mar-17 | 34.93 | 2.59 | -- | 1.34 | 28 | |
L&T Emerging Opportunities Fund Series I - Regular Plan | Feb-18 | 32.18 | 10.76 | -- | 1.37 | 510 |
Best Performance | Worst Performance | |||
---|---|---|---|---|
Return (%) | Period | Return (%) | Period | |
Week | 12.70 | 29-Jan-2021 - 05-Feb-2021 | -18.87 | 16-Mar-2020 - 23-Mar-2020 |
Month | 20.69 | 04-Nov-2020 - 04-Dec-2020 | -40.53 | 20-Feb-2020 - 24-Mar-2020 |
Quarter | 43.73 | 15-Oct-2020 - 14-Jan-2021 | -40.01 | 03-Jan-2020 - 03-Apr-2020 |
Year | 32.48 | 18-Feb-2020 - 17-Feb-2021 | -43.06 | 04-Apr-2019 - 03-Apr-2020 |
Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
---|---|---|---|---|---|---|
Fund | -0.41 | 30.71 | -0.17 | -0.20 | 0.94 | -3.03 |
S&P BSE 250 SmallCap TRI | 2.49 | 31.23 | -0.07 | -0.08 | -- | -- |
Equity: Small Cap | -0.36 | 31.56 | -0.16 | -0.19 | 0.99 | -2.87 |
Rank within category | 3 | 2 | 3 | 3 | 1 | 3 |
Number of funds in category | 7 | 7 | 7 | 7 | 7 | 7 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Jan-2021
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Number of Stocks | 37 |
Top 10 Stocks (%) | 43.72 |
Top 5 Stocks (%) | 26.66 |
Top 3 Sectors (%) | 50.20 |
Portfolio P/B Ratio | 1.12 |
Portfolio P/E Ratio | 16.35 |
Fund | Category | |
---|---|---|
Average Mkt Cap (Rs Cr) | 10,999 | 4,564 |
Giant (%) | 23.22 | 12.36 |
Large (%) | 6.90 | 6.30 |
Mid (%) | 16.07 | 19.19 |
Small (%) | 48.79 | 75.68 |
Tiny (%) | 5.02 | 2.39 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Jan-2021
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Funds Managed:
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The scheme aims to provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.
Tenure (Days) | 1710 |
Maturity date | 07-Dec-2021 |
Fund House: | Sundaram Mutual Fund |
Launch Date: | 07-Mar-2017 |
Return Since Launch: | 3.27% |
Benchmark: | S&P BSE 500 TRI |
Riskometer: | Very High |
Type: | Closed-end |
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Phone: 1860-425-7237
Email: [email protected]
Website: http://www.sundarammutual.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com