Sundaram Small Cap Fund - Direct Plan - Growth Option

Sundaram Small Cap Fund - Direct Plan - Growth Option of Sundaram Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.8

Age

NA Years

Fund Manager

S Krishnakumar

AuM (Rs Crores)

1021.5212

Asset Class

Mid-Small Cap

Net Asset Value:

81.295

Rating

2

Exit Load

0.01

Benchmark

S&P BSE Small-Cap TRI

Fund Type

Mid & Small cap

SEBI Category

Small Cap Fund

Turnover Ratio(Monthly)

25.00%

Fund Manager Details:

S Krishnakumar Engineering from REC (now National Institute of Technology), Trichy. He did an MBA from LIBA, Chennai. He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

Objective:

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Top Holdings:

  • Auto Ancillaries (9.98)
  • Cement (9.47)
  • Capital Goods-Non Electrical Equipment (7.76)
  • Capital Goods - Electrical Equipment (7.44)
  • Finance (6.76)
  • Banks (5.38)
  • Construction (5.33)
  • Chemicals (4.96)
  • Healthcare (4.35)
  • Textiles (3.87)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition