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

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  • Net Change on 19-02-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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  • Minimum SWP Investment (₹)

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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 -0.25 9.45 11.47 2.89 5.22 18.49

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.)
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 0.82 9.48 10.34 0.88 9,872.22
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 18.15 10.45 12.18 1.16 9,063.88
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 5.38 2.76 7.12 1.10 7,187.70
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 4.53 6.52 10.86 0.70 6,123.41
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 18.82 2.61 9.20 1.13 5,264.19

Fund Holdings as on 31-January-2020

  • Grindwell Norton Ltd

  • JK Cement Ltd

  • Orient Electric Ltd

  • Navin Fluorine International Ltd

  • Thyrocare Technologies Ltd

  • Timken India Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • DCB Bank Ltd

  • Creditaccess Grameen Ltd

  • INOX Leisure Ltd

  • KEI Industries Ltd

  • KSB Ltd

  • MM Forgings Ltd

  • Ashoka Buildcon Ltd

  • Blue Star Ltd

  • Ador Welding Ltd

  • Kalpataru Power Transmission Ltd

  • HeidelbergCement India Ltd

  • Brigade Enterprises Ltd

  • Kennametal India Ltd

  • Vesuvius India Ltd

  • Taj GVK Hotels & Resorts Ltd

  • ESAB India Ltd

  • TCNS Clothing Co. Ltd

  • Quess Corp Ltd

  • Indostar Capital Finance Ltd

  • Sundaram Clayton Ltd

  • Equitas Holdings Ltd

  • TREPS

  • Ujjivan Small Finance Bank Ltd

  • Navneet Education Ltd

  • NRB Bearing Ltd

  • Rane Holdings Ltd

  • The India Cements Ltd

  • Carborundum Universal Ltd

  • Rajapalayam Mills Ltd

  • INEOS Styrolution India Ltd

  • Transport Corporation of India Ltd

  • Salzer Electronics Ltd

  • Century Plyboards (India) Ltd

  • Tube Investments of India Ltd

  • Affle (India) Ltd

  • Raymond Ltd

  • Heritage Foods Ltd

  • Ingersoll Rand (India) Ltd

  • Thomas Cook (India) Ltd

  • Healthcare Global Enterprises Ltd

  • Dollar Industries Ltd

  • Lemon Tree Hotels Ltd

  • Magma Fincorp Ltd

  • NCC Ltd

  • Oriental Hotels Ltd

  • Himatsingka Seide Ltd

  • Arvind Fashions Ltd

  • Ujjivan Financial Services Ltd

  • Shanthi Gears Ltd

  • Balaji Telefilms Ltd

  • GNA Axles Ltd

  • Somany Home Innovation Ltd

  • Force Motors Ltd

  • Khadim India Ltd

  • Accelya Solutions India Ltd

  • S Chand and Company Ltd

  • Cash and Other Net Current Assets

  • HSIL Ltd

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  • Cement & Construction Materials

  • Finance - NBFC

  • Air Conditioners

  • Abrasives

  • Bearings

  • Chemicals

  • Bank - Private

  • Electrodes & Welding Equipment

  • Cable

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Textile

  • Film Production, Distribution & Entertainment

  • Engineering - Construction

  • Auto Ancillary

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Forgings

  • Transmission Towers / Equipments

  • Construction - Real Estate

  • Engineering

  • Refractories

  • Printing And Publishing

  • Finance - Investment

  • Textile - Spinning

  • Logistics

  • Retailing

  • Wood & Wood Products

  • Cycles

  • Telecommunication - Equipment

  • Consumer Food

  • Compressors / Pumps

  • Textile - Weaving

  • Travel Services

  • Finance Term Lending

  • Consumer Durables - Domestic Appliances

  • Automobiles-Trucks/Lcv

  • IT - Software

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹160.02 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 up ₹0.11(1.33%)yesterday to ₹8.7605.

Among its top 3 holdings the fund has exposure to Grindwell Norton Ltd, and

The Sundaram Emerging Small Cap - Series I is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

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