August 11, 2023
mayank
Sundaram Small Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 196.5558
NAV IDCW: Rs 32.0613
Suitable For Which Investors?
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.
Fund’s Investment Strategy:
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Fund Manager:
1) Ravi Gopalakrishnan
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
2) Rohit Seksaria
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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Small Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.31% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,464 Cr |
| (As on 31-Jul-2023) | |
| Expense | 0.90% |
| (As on 30-Jun-2023) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 28.00% |
Sundaram Small Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Small Cap Dir | 22.17 | 0.05 | 5.07 | 16.12 | 21.83 | 28.92 | 38.50 | 17.23 | 15.12 | 23.36 |
| S&P BSE 250 SmallCap TRI | 22.11 | -0.13 | 6.32 | 18.84 | 24.54 | 30.24 | 36.88 | 14.87 | 15.25 | 19.08 |
| Equity: Small Cap | 20.88 | -0.27 | 5.27 | 17.23 | 21.67 | 26.97 | 38.99 | 19.08 | 18.42 | 24.43 |
| Rank within category | 13 | 4 | 20 | 21 | 18 | 8 | 12 | 10 | 11 | 5 |
| Number of funds in category | 31 | 34 | 33 | 33 | 31 | 28 | 22 | 13 | 12 | 7 |
Sundaram Small Cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Small Cap Dir | 2 star | 28.92 | 38.50 | 17.23 | 0.90 | 2,464 | 18.31 | 1.00 (365) | 10Y 7M | 28.00 |
| Nippon Ind Small Cap Dir | 4 star | 36.19 | 45.89 | 23.07 | 0.75 | 34,469 | 26.09 | 1.00 (30) | 10Y 7M | 20.00 |
| Axis Small Cap Dir | 5 star | 21.75 | 36.29 | 23.76 | 0.55 | 15,025 | 24.51 | 1.00 (365) | 9Y 8M | 2.00 |
| Kotak Small Cap Dir | 4 star | 20.75 | 40.93 | 22.37 | 0.45 | 11,597 | 20.51 | 1.00 (365) | 10Y 7M | 8.37 |
| Canara Robeco Small Cap Dir | 4 star | 19.12 | 41.37 | — | 0.40 | 7,145 | 28.19 | 1.00 (365) | 4Y 5M | 6.00 |
Portfolio Analysis of Sundaram Small Cap Fund
| No. of Stocks | 71 |
| Top 10 Stocks | 27.19% |
| Top 5 Stocks | 15.33% |
| Top 3 Sectors | 47.21% |
| Portfolio P/B Ratio | 4.56 |
| Portfolio P/E Ratio | 28.34 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 15,429 | 12,614 |
| Giant (%) | 7.53 | 5.51 |
| Large (%) | 3.17 | 2.60 |
| Mid (%) | 52.32 | 54.66 |
| Small (%) | 36.97 | 40.75 |
| Tiny (%) | — | 0.12 |
Chanakya’s Mutual Fund Guidance For Sundaram Small Cap Fund
Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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