Sundaram Emerging Small Cap - Series I - Growth - Direct Plan

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  • Net Change on 24-09-2020

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap Stocks are defined as 251st company onwards in terms of full market capitalisation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE Small-Cap -4.62 13.25 4.27 -4.54 5.30 17.57

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 6.06 2.03 11.46 1.18 9,285.32
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated -7.84 -0.20 8.78 0.91 8,645.20
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -8.12 -5.56 4.97 1.09 5,701.65
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -7.73 -4.41 8.58 0.90 5,252.23
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 9.50 -0.95 7.45 1.17 5,149.02

Fund Holdings as on 31-August-2020

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • Thyrocare Technologies Ltd

  • Grindwell Norton Ltd

  • Timken India Ltd

  • Orient Electric Ltd

  • Rossari Biotech Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • HeidelbergCement India Ltd

  • KEI Industries Ltd

  • INOX Leisure Ltd

  • Ador Welding Ltd

  • The India Cements Ltd

  • KSB Ltd

  • Indostar Capital Finance Ltd

  • Vesuvius India Ltd

  • DCB Bank Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Kennametal India Ltd

  • Heritage Foods Ltd

  • Brigade Enterprises Ltd

  • Affle (India) Ltd

  • Blue Star Ltd

  • MM Forgings Ltd

  • Ashoka Buildcon Ltd

  • Tube Investments of India Ltd

  • ESAB India Ltd

  • NRB Bearing Ltd

  • Sundaram Clayton Ltd

  • Kalpataru Power Transmission Ltd

  • TCNS Clothing Co. Ltd

  • Ingersoll Rand (India) Ltd

  • Creditaccess Grameen Ltd

  • Navneet Education Ltd

  • The Phoenix Mills Ltd

  • Indoco Remedies Ltd

  • Carborundum Universal Ltd

  • Healthcare Global Enterprises Ltd

  • TREPS

  • Quess Corp Ltd

  • Alembic Pharmaceuticals Ltd

  • Salzer Electronics Ltd

  • Century Plyboards (India) Ltd

  • Transport Corporation of India Ltd

  • Dollar Industries Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Rajapalayam Mills Ltd

  • KPIT Technologies Ltd

  • Equitas Holdings Ltd

  • Rane Holdings Ltd

  • Balaji Telefilms Ltd

  • Thomas Cook (India) Ltd

  • INEOS Styrolution India Ltd

  • IIFL Securities Ltd

  • Shanthi Gears Ltd

  • Cash and Other Net Current Assets

  • Oriental Hotels Ltd

  • Magma Fincorp Ltd

  • Raymond Ltd

  • Lemon Tree Hotels Ltd

  • GNA Axles Ltd

  • Himatsingka Seide Ltd

  • Arvind Fashions Ltd

  • Westlife Development Ltd

  • Reverse Repo

  • Accelya Solutions India Ltd

  • Khadim India Ltd

  • Somany Home Innovation Ltd

  • S Chand and Company Ltd

  • Force Motors Ltd

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  • Chemicals

  • Cement & Construction Materials

  • Bearings

  • Abrasives

  • Finance - NBFC

  • Air Conditioners

  • Hospital & Healthcare Services

  • Electrodes & Welding Equipment

  • Cable

  • Film Production, Distribution & Entertainment

  • Textile

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Refractories

  • Bank - Private

  • Engineering

  • Finance - Investment

  • Consumer Food

  • Printing And Publishing

  • Telecommunication - Equipment

  • Forgings

  • Engineering - Construction

  • Cycles

  • Transmission Towers / Equipments

  • Compressors / Pumps

  • IT - Software

  • Wood & Wood Products

  • Logistics

  • Fertilizers

  • Textile - Spinning

  • Travel Services

  • Retailing

  • Textile - Weaving

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

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  • Cash

  • Equity

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About Sundaram Emerging Small Cap - Series I

Scheme Analysis

Sundaram Emerging Small Cap - Series I is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 09-Mar-2018 and currently has an AUM of ₹138.37 crore. Sundaram Emerging Small Cap - Series I is benchmarked against S&P BSE Small-Cap as primary index.

The NAV of Sundaram Emerging Small Cap - Series I ended down ₹-0.19(-2.55%)yesterday to ₹7.3029.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, and

The Sundaram Emerging Small Cap - Series I is managed by Dwijendra Srivastava and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156