1 Lakh
Investment declined 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 | -14.10 | 1.58 | 3.96 | 2.67 | 17.85 | -20.33 | -3.06 | -- | -- | -- | -- |
| S&P BSE 250 SmallCap TRI | -5.57 | 0.65 | 5.16 | 6.97 | 29.89 | -12.83 | 1.59 | -- | -- | -- | -- |
| Equity: Small Cap | -9.50 | 1.57 | 4.38 | 4.34 | 22.92 | -15.95 | -1.34 | -- | -- | -- | -- |
| Rank within category | 15 | 9 | 10 | 14 | 17 | 18 | 7 | -- | -- | -- | -- |
| Number of funds in category | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 8 | 0 | 0 | 0 |
As on 07-Aug-2020
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Sundaram Emerging Small Cap Series IV - Regular Plan | Jun-18 | -3.06 | -- | -- | 1.34 | 84 |
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 9.60 (27-May-2020 - 03-Jun-2020) | -22.52 (16-Mar-2020 - 23-Mar-2020) |
| Month | 18.74 (24-Mar-2020 - 23-Apr-2020) | -41.51 (20-Feb-2020 - 24-Mar-2020) |
| Quarter | 29.92 (24-Mar-2020 - 23-Jun-2020) | -35.30 (24-Dec-2019 - 24-Mar-2020) |
| Year | 17.92 (19-Feb-2019 - 19-Feb-2020) | -37.81 (29-Mar-2019 - 30-Mar-2020) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE 250 SmallCap TRI* | -5.76 | 29.67 | -0.37 | -0.41 | -- | -- |
| Equity: Small Cap* | -9.13 | 28.96 | -0.50 | -0.54 | 0.96 | -3.86 |
| 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
* As on 31-Jul-2020
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| Number of Stocks | 64 |
| Top 10 Stocks (%) | 37.34 |
| Top 5 Stocks (%) | 22.82 |
| Top 3 Sectors (%) | 41.75 |
| Portfolio P/B Ratio | 2.04 |
| Portfolio P/E Ratio | 16.98 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 2,600 | 3,046 |
| Giant (%) | -- | 6.51 |
| Large (%) | -- | 3.00 |
| Mid (%) | 21.70 | 18.54 |
| Small (%) | 75.96 | 75.77 |
| Tiny (%) | 2.34 | 2.20 |
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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 30-Jun-2020
— Ratish Varier since 23-Jul-2020
Funds Managed:
— Dwijendra Srivastava since 22-May-2018
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.
Funds Managed:
— Rohit Seksaria since 01-Apr-2019
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.
Funds Managed:
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The scheme seeks capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps.
| Tenure (Days) | 1825 |
| Maturity date | 12-Jun-2023 |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 11-Jun-2018 |
| Return Since Launch: | -9.43% |
| Benchmark: | S&P BSE 250 SmallCap TRI |
| Riskometer: | Moderately High |
| Type: | Closed-end |
Fund News - 24-Jul-2020
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
Friday, 14-Aug-2020
12:30 PM - 01:00 PM